Position in SO
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$285,885
-$972 QoQ
Shares Held
2,987
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.65%
of 13F equity value
Holder Rank
#1,760
of 2,360 holders
Holding Since
Sep 2025
4 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, 2026Ridgeline Wealth, LLC holds $519,966 across 2 Utilities - Regulated Electric names. SO ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,987 | $285,885 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,711 | $234,081 |
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,885 | 2,987 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $286,857 | 2,972 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $261,774 | 3,002 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $275,022 | 2,902 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||