Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$777,260
+$141,870 QoQ
Shares Held
8,121
+23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,163
of 2,360 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $3,674,031 across 6 Utilities - Regulated Electric names. SO ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,640 | $1,021,642 | |
| 2 | SO |
Southern Co
This page
|
8,121 | $777,260 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
8,967 | $727,760 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,131 | $599,146 | |
| 5 | DTE |
Dte Energy Co
|
2,235 | $340,546 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,518 | $207,677 |
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,260 | 8,121 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $635,390 | 6,583 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $499,655 | 5,730 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $574,590 | 6,063 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $398,541 | 4,340 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $278,699 | 3,031 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||