Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,625,634
+$69,289 QoQ
Shares Held
16,985
-4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#832
of 2,360 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $30,108,325 across 14 Utilities - Regulated Electric names. SO ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,425 | $9,165,382 | |
| 2 | AEP |
American Electric Power Co Inc
|
46,134 | $6,311,592 | |
| 3 | DUK |
Duke Energy CORP
|
28,964 | $3,666,263 | |
| 4 | CNP |
Centerpoint Energy Inc
|
50,992 | $2,245,687 | |
| 5 | D |
Dominion Energy, Inc
|
28,802 | $1,966,888 | |
| 6 | SO |
Southern Co
This page
|
16,985 | $1,625,634 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
10,703 | $1,249,789 | |
| 8 | DTE |
Dte Energy Co
|
8,067 | $1,229,168 |
All Filings in SO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,625,634 | 16,985 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $1,556,345 | 17,848 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,600,286 | 16,886 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,673,326 | 18,222 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,747,509 | 19,005 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,387,750 | 16,858 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,574,903 | 17,464 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,733,922 | 22,353 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,287,159 | 17,942 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,082,232 | 15,434 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,078,105 | 16,658 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $595,860 | 8,482 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $452,757 | 6,507 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $215,872 | 3,023 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $206,380 | 3,035 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $217,210 | 3,046 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $227,898 | 3,143 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||