Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$13,112
-$23,662 QoQ
Shares Held
137
-64.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,285
of 2,360 holders
Holding Since
Dec 2023
11 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, 2026Activest Wealth Management holds $374,358 across 30 Utilities - Regulated Electric names. SO ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
1,103 | $82,118 | |
| 2 | PCG |
PG&E Corp
|
4,490 | $75,521 | |
| 3 | ES |
Eversource Energy
|
575 | $41,555 | |
| 4 | PPL |
PPL Corp
|
742 | $26,971 | |
| 5 | AEE |
Ameren Corp
|
221 | $24,981 | |
| 6 | DTE |
Dte Energy Co
|
118 | $17,979 | |
| 7 | ED |
Consolidated Edison Inc
|
141 | $15,598 | |
| 8 | SO |
Southern Co
This page
|
137 | $13,112 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,112 | 137 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $36,774 | 381 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $28,950 | 332 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $30,705 | 324 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $28,283 | 308 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $28,688 | 312 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,028 | 219 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $54,108 | 600 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $0 | 0 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $21,036 | 300 | Shares | Sole | 2024-01-19 | |
| No filing history on record for this holder in this stock. | ||||||