Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$576,174
-$59,603 QoQ
Shares Held
6,020
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,322
of 2,360 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MBL Wealth, LLC holds $4,534,482 across 8 Utilities - Regulated Electric names. SO ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,184 | $1,542,250 | |
| 2 | NEE |
Nextera Energy Inc
|
7,660 | $672,318 | |
| 3 | SO |
Southern Co
This page
|
6,020 | $576,174 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,838 | $525,076 | |
| 5 | EIX |
Edison International
|
5,142 | $382,821 | |
| 6 | ES |
Eversource Energy
|
4,314 | $311,772 | |
| 7 | PCG |
PG&E Corp
|
18,535 | $311,758 | |
| 8 | D |
Dominion Energy, Inc
|
3,109 | $212,313 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,174 | 6,020 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $635,777 | 6,587 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $583,193 | 6,688 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $646,426 | 6,821 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $493,678 | 5,376 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $465,358 | 5,061 | Shares | Sole | 2025-05-21 | |
| No filing history on record for this holder in this stock. | ||||||