Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,246,909
+$9,137 QoQ
Shares Held
13,028
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#922
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, 2026ForthRight Wealth Management, LLC holds $1,246,909 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
13,028 | $1,246,909 |
All Filings in SO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,246,909 | 13,028 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,237,772 | 12,824 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,189,233 | 13,638 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,288,872 | 13,600 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,250,173 | 13,614 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,275,806 | 13,875 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,144,824 | 13,907 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,249,353 | 13,854 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,067,052 | 13,756 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $983,196 | 13,705 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $875,518 | 12,486 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $827,380 | 12,784 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $891,964 | 12,697 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $894,381 | 12,854 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $893,696 | 12,515 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $848,164 | 12,473 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $981,225 | 13,760 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $995,054 | 13,723 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $938,448 | 13,684 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $503,878 | 8,131 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $242,100 | 4,001 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $248,515 | 3,998 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $253,398 | 4,125 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||