Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$426,483
+$37,920 QoQ
Shares Held
4,456
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,502
of 2,356 holders
Holding Since
Jun 2024
8 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, 2026Heritage Wealth Management, Inc. holds $5,690,095 across 7 Utilities - Regulated Electric names. SO ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
16,211 | $2,051,988 | |
| 2 | NEE |
Nextera Energy Inc
|
12,100 | $1,062,017 | |
| 3 | XEL |
Xcel Energy Inc
|
10,343 | $830,542 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,260 | $582,810 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
5,727 | $464,803 | |
| 6 | SO |
Southern Co
This page
|
4,456 | $426,483 | |
| 7 | D |
Dominion Energy, Inc
|
3,975 | $271,452 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,483 | 4,456 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $388,563 | 4,456 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $422,295 | 4,456 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $409,194 | 4,456 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $432,716 | 4,706 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $392,337 | 4,766 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $429,797 | 4,766 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $369,698 | 4,766 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||