Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$763,478
+$407,127 QoQ
Shares Held
7,977
+116.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,174
of 2,359 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $3,322,289 across 17 Utilities - Regulated Electric names. SO ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
11,710 | $950,383 | |
| 2 | SO |
Southern Co
This page
|
7,977 | $763,478 | |
| 3 | NEE |
Nextera Energy Inc
|
8,372 | $734,810 | |
| 4 | ES |
Eversource Energy
|
2,458 | $177,639 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,246 | $170,465 | |
| 6 | LNT |
Alliant Energy Corp
|
1,957 | $149,299 | |
| 7 | DUK |
Duke Energy CORP
|
1,008 | $127,592 | |
| 8 | AEE |
Ameren Corp
|
816 | $92,240 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,478 | 7,977 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $356,351 | 3,692 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $314,879 | 3,611 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $359,652 | 3,795 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $325,353 | 3,543 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $329,456 | 3,583 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||