Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$424,665
+$4,803 QoQ
Shares Held
4,437
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,509
of 2,359 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 6%
None 94%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Palumbo Wealth Management LLC holds $7,863,512 across 6 Utilities - Regulated Electric names. SO ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
50,507 | $5,801,234 | |
| 2 | NEE |
Nextera Energy Inc
|
6,878 | $603,682 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
5,693 | $462,043 | |
| 4 | SO |
Southern Co
This page
|
4,437 | $424,665 | |
| 5 | ED |
Consolidated Edison Inc
|
3,233 | $357,666 | |
| 6 | LNT |
Alliant Energy Corp
|
2,808 | $214,222 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,665 | 4,437 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $419,862 | 4,350 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $400,596 | 4,594 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $429,876 | 4,536 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $393,950 | 4,290 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $391,798 | 4,261 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $321,871 | 3,910 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $349,988 | 3,881 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $271,805 | 3,504 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $254,390 | 3,546 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $260,075 | 3,709 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $241,146 | 3,726 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $262,102 | 3,731 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $861,678 | 12,384 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $939,612 | 13,158 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $856,732 | 12,599 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $875,045 | 12,271 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $840,318 | 11,589 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $778,794 | 11,356 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $670,329 | 10,817 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $726,362 | 12,004 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $685,749 | 11,032 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $616,450 | 10,035 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||