Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,268,231
+$218,050 QoQ
Shares Held
23,699
+11.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#716
of 2,360 holders
Holding Since
Jun 2021
21 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, 2026Accurate Wealth Management, LLC holds $12,671,535 across 16 Utilities - Regulated Electric names. SO ranks #1 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
23,699 | $2,268,231 | |
| 2 | AEP |
American Electric Power Co Inc
|
14,857 | $2,032,586 | |
| 3 | XEL |
Xcel Energy Inc
|
15,975 | $1,282,792 | |
| 4 | ES |
Eversource Energy
|
14,737 | $1,065,042 | |
| 5 | NEE |
Nextera Energy Inc
|
9,786 | $858,917 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
9,086 | $737,419 | |
| 7 | DUK |
Duke Energy CORP
|
5,772 | $730,619 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
8,318 | $595,735 |
All Filings in SO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,268,231 | 23,699 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,050,181 | 21,241 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,728,652 | 19,824 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,817,404 | 19,177 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,761,850 | 19,186 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,728,476 | 18,798 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,454,182 | 17,665 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,567,779 | 17,385 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,366,240 | 17,613 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,202,362 | 16,760 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,183,976 | 16,885 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,086,972 | 16,795 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $861,967 | 12,270 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $830,228 | 11,932 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $808,861 | 11,327 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $530,536 | 7,802 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $724,081 | 10,154 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $735,758 | 10,147 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $641,565 | 9,355 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $585,678 | 9,451 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $489,162 | 8,084 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||