Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,760,394
-$11,230 QoQ
Shares Held
18,393
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#802
of 2,356 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spire Wealth Management holds $11,827,786 across 29 Utilities - Regulated Electric names. SO ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,740 | $3,136,899 | |
| 2 | SO |
Southern Co
This page
|
18,393 | $1,760,394 | |
| 3 | D |
Dominion Energy, Inc
|
22,944 | $1,566,845 | |
| 4 | ED |
Consolidated Edison Inc
|
10,183 | $1,126,544 | |
| 5 | FE |
Firstenergy Corp
|
22,487 | $1,069,031 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,423 | $605,110 | |
| 7 | XEL |
Xcel Energy Inc
|
6,010 | $482,603 | |
| 8 | DUK |
Duke Energy CORP
|
3,609 | $456,827 |
All Filings in SO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,760,394 | 18,393 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,771,624 | 18,355 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,081,367 | 12,401 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,146,811 | 12,101 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,140,716 | 12,470 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,265,323 | 13,761 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,105,228 | 13,426 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,889,541 | 20,953 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,020,588 | 13,157 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,015,407 | 14,154 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $942,763 | 13,445 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $208,980 | 3,229 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $247,069 | 3,517 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $239,772 | 3,446 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $292,923 | 4,102 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $246,636 | 3,627 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,332,284 | 18,683 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,822,393 | 25,133 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,207,760 | 46,774 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,052,932 | 16,991 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,164,878 | 19,251 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,654,604 | 42,706 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||