Position in SO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$526,117
-$12,850 QoQ
Shares Held
5,497
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,370
of 2,356 holders
Holding Since
Dec 2021
19 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, 2026Thrive Wealth Management, LLC holds $4,452,121 across 9 Utilities - Regulated Electric names. SO ranks #5 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,349 | $803,656 | |
| 2 | LNT |
Alliant Energy Corp
|
7,792 | $594,451 | |
| 3 | ETR |
Entergy Corp /De/
|
5,067 | $581,995 | |
| 4 | NEE |
Nextera Energy Inc
|
6,123 | $537,415 | |
| 5 | SO |
Southern Co
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|
5,497 | $526,117 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,326 | $505,147 | |
| 7 | PPL |
PPL Corp
|
9,386 | $341,181 | |
| 8 | EXC |
Exelon Corp
|
6,411 | $298,880 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,117 | 5,497 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $538,967 | 5,584 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $563,050 | 6,457 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $614,014 | 6,479 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $592,854 | 6,456 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $564,021 | 6,134 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $531,046 | 6,451 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $591,761 | 6,562 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $605,976 | 7,812 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $543,358 | 7,574 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $520,290 | 7,420 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $541,123 | 8,361 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $528,842 | 7,528 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $455,053 | 6,540 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $367,904 | 5,152 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $315,316 | 4,637 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $307,203 | 4,308 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $326,512 | 4,503 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $334,053 | 4,871 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||