Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$20,109,053
+$1,643,909 QoQ
Shares Held
210,104
+9.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#212
of 2,356 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $98,089,099 across 29 Utilities - Regulated Electric names. SO ranks #1 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
210,104 | $20,109,053 | |
| 2 | NEE |
Nextera Energy Inc
|
224,772 | $19,728,238 | |
| 3 | DUK |
Duke Energy CORP
|
88,049 | $11,145,242 | |
| 4 | AEP |
American Electric Power Co Inc
|
44,065 | $6,028,532 | |
| 5 | D |
Dominion Energy, Inc
|
73,917 | $5,047,791 | |
| 6 | ETR |
Entergy Corp /De/
|
27,615 | $3,171,858 | |
| 7 | CMS |
Cms Energy Corp
|
33,781 | $2,584,246 | |
| 8 | ES |
Eversource Energy
|
35,105 | $2,537,038 |
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,109,053 | 210,104 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $18,465,144 | 191,309 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $16,780,157 | 192,433 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $18,055,580 | 190,520 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,932,108 | 162,606 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $16,268,713 | 176,930 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $14,394,969 | 174,866 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $15,229,147 | 168,875 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $12,918,197 | 166,536 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $11,236,994 | 156,635 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,952,042 | 156,190 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $10,577,189 | 163,430 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $12,662,000 | 180,242 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $11,836,392 | 170,112 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $11,877,268 | 166,325 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $10,719,044 | 157,633 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $11,304,916 | 158,532 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $9,438,191 | 130,164 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,778,721 | 98,844 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||