Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$689,686
-$6,995 QoQ
Shares Held
7,206
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,222
of 2,360 holders
Holding Since
Sep 2023
12 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, 2026Nicholas Wealth, LLC. holds $2,010,536 across 2 Utilities - Regulated Electric names. SO ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,049 | $1,320,850 | |
| 2 | SO |
Southern Co
This page
|
7,206 | $689,686 |
All Filings in SO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,686 | 7,206 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $696,681 | 7,218 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $631,764 | 7,245 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $686,608 | 7,245 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $661,726 | 7,206 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $699,187 | 7,604 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $1,012,782 | 12,303 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,096,678 | 12,161 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $940,536 | 12,125 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $577,650 | 8,052 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $561,030 | 8,001 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $632,638 | 9,775 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||