Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$69,102
-$585 QoQ
Shares Held
722
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,151
of 2,359 holders
Holding Since
Jun 2024
8 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, 2026Olistico Wealth, LLC holds $3,637,782 across 11 Utilities - Regulated Electric names. SO ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
40,238 | $3,069,757 | |
| 2 | NEE |
Nextera Energy Inc
|
2,452 | $215,212 | |
| 3 | AEP |
American Electric Power Co Inc
|
802 | $109,721 | |
| 4 | SO |
Southern Co
This page
|
722 | $69,102 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,058 | $46,594 | |
| 6 | FE |
Firstenergy Corp
|
700 | $33,278 | |
| 7 | DUK |
Duke Energy CORP
|
260 | $32,910 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
245 | $28,608 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,102 | 722 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $69,687 | 722 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $62,958 | 722 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $84,667 | 922 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $66,387 | 722 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $134,675 | 1,636 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $144,288 | 1,600 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $124,112 | 1,600 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||