Position in SO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$662,313
-$31,376 QoQ
Shares Held
6,920
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,238
of 2,356 holders
Holding Since
Dec 2021
19 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, 2026Abound Wealth Management holds $766,826 across 23 Utilities - Regulated Electric names. SO ranks #1 (86.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
6,920 | $662,313 | |
| 2 | DUK |
Duke Energy CORP
|
216 | $27,341 | |
| 3 | XEL |
Xcel Energy Inc
|
303 | $24,330 | |
| 4 | NEE |
Nextera Energy Inc
|
196 | $17,202 | |
| 5 | D |
Dominion Energy, Inc
|
163 | $11,131 | |
| 6 | HE |
Hawaiian Electric Industries Inc
|
400 | $5,412 | |
| 7 | PPL |
PPL Corp
|
126 | $4,580 | |
| 8 | EVRG |
Evergy, Inc.
|
42 | $3,630 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,313 | 6,920 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $693,689 | 7,187 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $623,654 | 7,152 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $674,572 | 7,118 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $650,615 | 7,085 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $648,523 | 7,053 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $592,539 | 7,198 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $569,667 | 6,317 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $471,237 | 6,075 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $434,313 | 6,054 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $425,067 | 6,062 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $392,462 | 6,064 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $422,413 | 6,013 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $409,895 | 5,891 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $417,677 | 5,849 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $395,420 | 5,815 | Shares | Sole | 2024-08-07 | |
| 2022-06-30 | $410,389 | 5,755 | Shares | Sole | 2024-08-12 | |
| 2022-03-31 | $416,352 | 5,742 | Shares | Sole | 2024-08-12 | |
| 2021-12-31 | $369,028 | 5,381 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||