Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$125,380
-$1,061 QoQ
Shares Held
1,310
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,096
of 2,360 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $952,266 across 10 Utilities - Regulated Electric names. SO ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
5,456 | $442,808 | |
| 2 | DUK |
Duke Energy CORP
|
1,172 | $148,351 | |
| 3 | SO |
Southern Co
This page
|
1,310 | $125,380 | |
| 4 | AEP |
American Electric Power Co Inc
|
550 | $75,245 | |
| 5 | ED |
Consolidated Edison Inc
|
532 | $58,855 | |
| 6 | CNP |
Centerpoint Energy Inc
|
750 | $33,030 | |
| 7 | NEE |
Nextera Energy Inc
|
316 | $27,735 | |
| 8 | DTE |
Dte Energy Co
|
142 | $21,636 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,380 | 1,310 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $126,441 | 1,310 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $114,232 | 1,310 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $124,148 | 1,310 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $120,297 | 1,310 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $120,454 | 1,310 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||