Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,177,079
+$2,526,413 QoQ
Shares Held
85,436
+45.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#361
of 2,360 holders
Holding Since
Mar 2024
10 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, 2026Trajan Wealth LLC holds $16,690,081 across 2 Utilities - Regulated Electric names. SO ranks #2 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
62,225 | $8,513,002 | |
| 2 | SO |
Southern Co
This page
|
85,436 | $8,177,079 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,177,079 | 85,436 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,650,666 | 58,544 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,742,546 | 54,387 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,036,741 | 53,147 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,906,476 | 53,430 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,892,107 | 53,204 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,485,946 | 54,494 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,799,830 | 53,225 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,251,146 | 54,804 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,973,463 | 55,387 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||