Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,769,582
+$40,620 QoQ
Shares Held
18,489
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#799
of 2,356 holders
Holding Since
Jun 2022
17 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, 2026Wedmont Private Capital holds $16,620,841 across 23 Utilities - Regulated Electric names. SO ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
25,365 | $2,226,286 | |
| 2 | DUK |
Duke Energy CORP
|
17,219 | $2,179,581 | |
| 3 | SO |
Southern Co
This page
|
18,489 | $1,769,582 | |
| 4 | AEP |
American Electric Power Co Inc
|
9,370 | $1,281,909 | |
| 5 | ED |
Consolidated Edison Inc
|
10,397 | $1,150,220 | |
| 6 | D |
Dominion Energy, Inc
|
11,921 | $814,085 | |
| 7 | ETR |
Entergy Corp /De/
|
6,927 | $795,635 | |
| 8 | XEL |
Xcel Energy Inc
|
9,575 | $768,872 |
All Filings in SO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,769,582 | 18,489 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,728,962 | 17,913 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,594,888 | 18,290 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,890,851 | 19,952 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,752,667 | 19,086 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,568,207 | 17,055 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,333,830 | 16,203 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,317,529 | 14,610 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $978,002 | 12,608 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $753,413 | 10,502 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $795,230 | 11,341 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $601,442 | 9,293 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $812,230 | 11,562 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $513,848 | 7,385 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $397,325 | 5,564 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $411,604 | 6,053 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $264,274 | 3,706 | Shares | Sole | 2022-07-11 | |
| No filing history on record for this holder in this stock. | ||||||