Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,073,557
-$2,253,917 QoQ
Shares Held
21,665
-51.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#748
of 2,360 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $12,381,281 across 16 Utilities - Regulated Electric names. SO ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
64,250 | $5,639,222 | |
| 2 | SO |
Southern Co
This page
|
21,665 | $2,073,557 | |
| 3 | DUK |
Duke Energy CORP
|
14,542 | $1,840,726 | |
| 4 | D |
Dominion Energy, Inc
|
24,214 | $1,653,574 | |
| 5 | XEL |
Xcel Energy Inc
|
4,561 | $366,248 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,884 | $257,750 | |
| 7 | NGG |
National Grid PLC
|
2,162 | $179,164 | |
| 8 | DTE |
Dte Energy Co
|
821 | $125,095 |
All Filings in SO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,073,557 | 21,665 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,327,474 | 44,835 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,555,928 | 40,779 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,560,224 | 37,567 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,086,802 | 44,504 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,938,402 | 42,832 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,306,053 | 40,161 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,436,669 | 38,109 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,346,802 | 30,254 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,141,223 | 29,847 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,634,356 | 23,308 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $1,339,509 | 20,697 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $1,268,223 | 18,053 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $873,507 | 12,554 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $465,450 | 6,518 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $470,084 | 6,913 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $539,674 | 7,568 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $544,187 | 7,505 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $513,595 | 7,489 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $416,438 | 6,720 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $422,964 | 6,990 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $435,617 | 7,008 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $429,395 | 6,990 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||