Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,142,998
+$3,321,903 QoQ
Shares Held
43,287
+408.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#519
of 2,356 holders
Holding Since
Dec 2021
16 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Simplicity Wealth,LLC holds $14,821,898 across 17 Utilities - Regulated Electric names. SO ranks #1 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
43,287 | $4,142,998 | |
| 2 | NEE |
Nextera Energy Inc
|
27,863 | $2,445,535 | |
| 3 | DUK |
Duke Energy CORP
|
10,453 | $1,323,140 | |
| 4 | ED |
Consolidated Edison Inc
|
10,572 | $1,169,580 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,002 | $957,943 | |
| 6 | D |
Dominion Energy, Inc
|
12,732 | $869,468 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
4,724 | $551,621 | |
| 8 | EVRG |
Evergy, Inc.
|
6,285 | $543,212 |
All Filings in SO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,142,998 | 43,287 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $821,095 | 8,507 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $714,080 | 8,189 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $854,635 | 9,018 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,369,001 | 14,908 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $363,018 | 3,948 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $277,303 | 3,075 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,174,054 | 28,027 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,879,946 | 26,205 | Shares | Sole | 2024-04-24 | |
| 2023-06-30 | $676,999 | 9,637 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $670,542 | 9,637 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $689,606 | 9,657 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $655,112 | 9,634 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $687,000 | 9,634 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $698,561 | 9,634 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $660,699 | 9,634 | Shares | Sole | 2022-02-25 | |
| No filing history on record for this holder in this stock. | ||||||