Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,329,316
+$334,485 QoQ
Shares Held
13,889
+34.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#893
of 2,359 holders
Holding Since
Jun 2022
6 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NewEdge Wealth, LLC holds $27,619,902 across 17 Utilities - Regulated Electric names. SO ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
107,595 | $9,443,613 | |
| 2 | D |
Dominion Energy, Inc
|
79,128 | $5,403,651 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
14,571 | $1,701,455 | |
| 4 | PPL |
PPL Corp
|
37,139 | $1,350,002 | |
| 5 | SO |
Southern Co
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|
13,889 | $1,329,316 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,175 | $1,255,231 | |
| 7 | ETR |
Entergy Corp /De/
|
9,666 | $1,110,236 | |
| 8 | NGG |
National Grid PLC
|
12,525 | $1,037,946 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,329,316 | 13,889 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $994,831 | 10,307 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,537,684 | 17,634 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $904,674 | 9,546 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,267,345 | 13,801 | Shares | Sole | 2025-08-11 | |
| 2022-06-30 | $1,393,112 | 19,536 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||