Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$792,287
-$4,678 QoQ
Shares Held
8,278
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,148
of 2,354 holders
Holding Since
Sep 2024
8 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, 2026Capital Advisors Wealth Management, LLC holds $1,212,406 across 2 Utilities - Regulated Electric names. SO ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
8,278 | $792,287 | |
| 2 | DUK |
Duke Energy CORP
|
3,319 | $420,119 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,287 | 8,278 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $796,965 | 8,257 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $708,500 | 8,125 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $761,856 | 8,039 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $443,814 | 4,833 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $441,176 | 4,798 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $376,943 | 4,579 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $226,983 | 2,517 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||