Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$160,027
-$1,354 QoQ
Shares Held
1,672
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,071
of 2,356 holders
Holding Since
Jun 2025
5 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, 2026RMG Wealth Management LLC holds $1,831,179 across 11 Utilities - Regulated Electric names. SO ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
9,967 | $760,382 | |
| 2 | MGEE |
Mge Energy Inc
|
4,285 | $349,398 | |
| 3 | EXC |
Exelon Corp
|
5,500 | $256,410 | |
| 4 | SO |
Southern Co
This page
|
1,672 | $160,027 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,059 | $123,659 | |
| 6 | NEE |
Nextera Energy Inc
|
1,306 | $114,627 | |
| 7 | XEL |
Xcel Energy Inc
|
648 | $52,034 | |
| 8 | PPL |
PPL Corp
|
226 | $8,215 |
All Filings in SO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,027 | 1,672 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $161,381 | 1,672 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $145,798 | 1,672 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $158,455 | 1,672 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $153,539 | 1,672 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||