Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$250,568
-$2,121 QoQ
Shares Held
2,618
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,872
of 2,360 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Consilium Wealth Advisory, LLC holds $529,501 across 2 Utilities - Regulated Electric names. SO ranks #2 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,178 | $278,933 | |
| 2 | SO |
Southern Co
This page
|
2,618 | $250,568 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,568 | 2,618 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $252,689 | 2,618 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||