Position in SO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$43,356
-$367 QoQ
Shares Held
453
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,204
of 2,360 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $693,949 across 10 Utilities - Regulated Electric names. SO ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,302 | $164,807 | |
| 2 | NEE |
Nextera Energy Inc
|
1,494 | $131,128 | |
| 3 | OGE |
Oge Energy Corp.
|
2,605 | $126,759 | |
| 4 | EVRG |
Evergy, Inc.
|
872 | $75,366 | |
| 5 | AEP |
American Electric Power Co Inc
|
506 | $69,225 | |
| 6 | ES |
Eversource Energy
|
850 | $61,429 | |
| 7 | SO |
Southern Co
This page
|
453 | $43,356 | |
| 8 | DTE |
Dte Energy Co
|
100 | $15,237 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,356 | 453 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $43,723 | 453 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $39,501 | 453 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $43,878 | 463 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $41,598 | 453 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,239 | 405 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,339 | 405 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $59,067 | 655 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $267,538 | 3,449 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $229,424 | 3,198 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $202,857 | 2,893 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $187,234 | 2,893 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $203,233 | 2,893 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $201,294 | 2,893 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $206,589 | 2,893 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $196,724 | 2,893 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $7,131 | 100 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $209,771 | 2,893 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $232,691 | 3,393 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||