Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$46,897
+$2,112 QoQ
Shares Held
490
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,192
of 2,354 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026High Note Wealth, LLC holds $454,422 across 22 Utilities - Regulated Electric names. SO ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
2,498 | $200,589 | |
| 2 | SO |
Southern Co
This page
|
490 | $46,897 | |
| 3 | NEE |
Nextera Energy Inc
|
402 | $35,283 | |
| 4 | LNT |
Alliant Energy Corp
|
352 | $26,854 | |
| 5 | AEP |
American Electric Power Co Inc
|
193 | $26,404 | |
| 6 | DUK |
Duke Energy CORP
|
202 | $25,569 | |
| 7 | ED |
Consolidated Edison Inc
|
204 | $22,568 | |
| 8 | EXC |
Exelon Corp
|
326 | $15,198 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,897 | 490 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $44,785 | 464 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $34,269 | 393 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $32,695 | 345 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $31,497 | 343 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $31,538 | 343 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $28,235 | 343 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||