Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$88,627
-$750 QoQ
Shares Held
926
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,128
of 2,354 holders
Holding Since
Mar 2020
26 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, 2026IAG Wealth Partners, LLC holds $2,249,022 across 11 Utilities - Regulated Electric names. SO ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
12,638 | $1,475,739 | |
| 2 | NEE |
Nextera Energy Inc
|
3,200 | $280,864 | |
| 3 | LNT |
Alliant Energy Corp
|
1,580 | $120,538 | |
| 4 | AEE |
Ameren Corp
|
1,019 | $115,187 | |
| 5 | XEL |
Xcel Energy Inc
|
1,276 | $102,462 | |
| 6 | SO |
Southern Co
This page
|
926 | $88,627 | |
| 7 | MGEE |
Mge Energy Inc
|
528 | $43,053 | |
| 8 | DUK |
Duke Energy CORP
|
136 | $17,214 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,627 | 926 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $89,377 | 926 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $80,747 | 926 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $92,305 | 974 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $98,625 | 1,074 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $98,754 | 1,074 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $88,411 | 1,074 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $73,767 | 818 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $63,452 | 818 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $58,683 | 818 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $57,358 | 818 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $13,397 | 207 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $14,541 | 207 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $14,403 | 207 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $38,704 | 542 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $72,080 | 1,060 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $244,807 | 3,433 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $248,926 | 3,433 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $235,435 | 3,433 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $37,615 | 607 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $36,729 | 607 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $28,717 | 462 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $12,716 | 207 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,223 | 207 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $1,140 | 22 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $2,598 | 48 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||