Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$265,212
+$21,693 QoQ
Shares Held
2,771
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,823
of 2,354 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Revolve Wealth Partners, LLC holds $2,799,132 across 8 Utilities - Regulated Electric names. SO ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
7,535 | $661,346 | |
| 2 | ED |
Consolidated Edison Inc
|
4,117 | $455,463 | |
| 3 | DUK |
Duke Energy CORP
|
3,389 | $428,979 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
3,914 | $317,660 | |
| 5 | SO |
Southern Co
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|
2,771 | $265,212 | |
| 6 | DTE |
Dte Energy Co
|
1,519 | $231,450 | |
| 7 | NGG |
National Grid PLC
|
2,692 | $223,086 | |
| 8 | ETR |
Entergy Corp /De/
|
1,880 | $215,936 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,212 | 2,771 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $243,519 | 2,523 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $200,996 | 2,305 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $240,621 | 2,539 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $223,973 | 2,439 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $235,208 | 2,558 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $204,400 | 2,483 | Shares | Sole | 2025-03-19 | |
| 2024-09-30 | $259,628 | 2,879 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||