Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$42,399
-$359 QoQ
Shares Held
443
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,205
of 2,356 holders
Holding Since
Dec 2025
3 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, 2026Lodestone Wealth Management LLC holds $549,234 across 14 Utilities - Regulated Electric names. SO ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
2,787 | $325,437 | |
| 2 | SO |
Southern Co
This page
|
443 | $42,399 | |
| 3 | DUK |
Duke Energy CORP
|
254 | $32,151 | |
| 4 | NEE |
Nextera Energy Inc
|
327 | $28,700 | |
| 5 | ES |
Eversource Energy
|
372 | $26,884 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
279 | $22,643 | |
| 7 | AEP |
American Electric Power Co Inc
|
137 | $18,742 | |
| 8 | EXC |
Exelon Corp
|
325 | $15,151 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,399 | 443 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $42,758 | 443 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $38,629 | 443 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||