Position in SO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,875,202
-$200,741 QoQ
Shares Held
40,489
-4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.85%
of 13F equity value
Holder Rank
#535
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, 2026TrueWealth Advisors, LLC holds $4,648,605 across 2 Utilities - Regulated Electric names. SO ranks #1 (83.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
40,489 | $3,875,202 | |
| 2 | DUK |
Duke Energy CORP
|
6,110 | $773,403 |
All Filings in SO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,875,202 | 40,489 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,075,943 | 42,229 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,827,731 | 43,896 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,160,118 | 43,897 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,980,463 | 43,346 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $3,832,659 | 41,682 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,366,641 | 40,897 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,699,183 | 41,020 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,166,252 | 40,818 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,753,883 | 38,387 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,598,717 | 37,061 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,561,628 | 24,129 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,658,672 | 23,611 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,418,457 | 20,386 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,359,360 | 19,036 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,095,684 | 16,113 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,175,687 | 16,487 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $907,752 | 12,519 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $858,553 | 12,519 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $555,251 | 8,960 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $540,354 | 8,930 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $500,139 | 8,046 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $402,305 | 6,549 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||