Position in SO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$200,415
-$44,529 QoQ
Shares Held
2,094
-25.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,052
of 2,360 holders
Holding Since
Mar 2022
16 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, 2026Worth Asset Management, LLC holds $479,433 across 2 Utilities - Regulated Electric names. SO ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,179 | $279,018 | |
| 2 | SO |
Southern Co
This page
|
2,094 | $200,415 |
All Filings in SO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,415 | 2,094 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $244,944 | 2,809 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $276,537 | 2,918 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $296,425 | 3,228 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $287,618 | 3,128 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $231,236 | 2,809 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $253,315 | 2,809 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $261,565 | 3,372 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $241,906 | 3,372 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $248,925 | 3,550 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $45,029 | 641 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $39,173 | 563 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $42,773 | 599 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $50,048 | 736 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,567 | 36 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $2,610 | 36 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||