Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$246,261
+$12,394 QoQ
Shares Held
2,573
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,889
of 2,360 holders
Holding Since
Sep 2025
3 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, 2026FSM Wealth Advisors, LLC holds $2,644,053 across 7 Utilities - Regulated Electric names. SO ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
16,864 | $801,714 | |
| 2 | NEE |
Nextera Energy Inc
|
6,718 | $589,638 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
2,885 | $336,881 | |
| 4 | SO |
Southern Co
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|
2,573 | $246,261 | |
| 5 | EXC |
Exelon Corp
|
4,955 | $231,002 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,654 | $226,283 | |
| 7 | DUK |
Duke Energy CORP
|
1,677 | $212,274 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,261 | 2,573 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $233,867 | 2,423 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $217,876 | 2,299 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||