Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,653,103
-$9,647 QoQ
Shares Held
17,272
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#826
of 2,354 holders
Holding Since
Sep 2020
19 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $13,366,176 across 13 Utilities - Regulated Electric names. SO ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
34,666 | $4,742,655 | |
| 2 | DUK |
Duke Energy CORP
|
15,272 | $1,933,129 | |
| 3 | SO |
Southern Co
This page
|
17,272 | $1,653,103 | |
| 4 | D |
Dominion Energy, Inc
|
15,034 | $1,026,671 | |
| 5 | ED |
Consolidated Edison Inc
|
6,431 | $711,461 | |
| 6 | NEE |
Nextera Energy Inc
|
8,099 | $710,849 | |
| 7 | EVRG |
Evergy, Inc.
|
7,345 | $634,828 | |
| 8 | NGG |
National Grid PLC
|
6,646 | $550,754 |
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,653,103 | 17,272 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,662,750 | 17,227 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,512,222 | 17,342 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,643,975 | 17,347 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,604,178 | 17,469 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,609,400 | 17,503 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,430,886 | 17,382 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,559,392 | 17,292 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,341,728 | 17,297 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,216,495 | 16,957 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,189,585 | 16,965 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $748,875 | 11,571 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $737,695 | 10,501 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $741,096 | 10,651 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $750,590 | 10,511 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $315,112 | 4,634 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $316,188 | 4,434 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $201,867 | 2,784 | Shares | Sole | 2022-04-27 | |
| 2020-09-30 | $149,105 | 2,750 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||