Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$836,696
-$13,452 QoQ
Shares Held
8,742
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,109
of 2,354 holders
Holding Since
Dec 2020
23 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, 2026Legacy Wealth Asset Management, LLC holds $5,057,173 across 7 Utilities - Regulated Electric names. SO ranks #4 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
12,466 | $851,303 | |
| 2 | DUK |
Duke Energy CORP
|
6,640 | $840,491 | |
| 3 | NEE |
Nextera Energy Inc
|
9,574 | $840,309 | |
| 4 | SO |
Southern Co
This page
|
8,742 | $836,696 | |
| 5 | NGG |
National Grid PLC
|
9,772 | $809,805 | |
| 6 | XEL |
Xcel Energy Inc
|
8,318 | $667,935 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
2,941 | $210,634 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836,696 | 8,742 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $850,148 | 8,808 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $765,877 | 8,783 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $844,021 | 8,906 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $902,137 | 9,824 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $907,454 | 9,869 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $825,916 | 10,033 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $916,409 | 10,162 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $790,283 | 10,188 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $809,442 | 11,283 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $782,469 | 11,159 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $721,886 | 11,154 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $783,709 | 11,156 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $806,919 | 11,597 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $827,213 | 11,584 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $774,452 | 11,389 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,015,810 | 14,245 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,033,267 | 14,250 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $953,879 | 13,909 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $785,965 | 12,683 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $759,339 | 12,549 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $760,527 | 12,235 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $733,719 | 11,944 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||