Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$859,092
+$434,984 QoQ
Shares Held
8,976
+104.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,100
of 2,367 holders
Holding Since
Mar 2026
2 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, 2026Icon Wealth Advisors, LLC holds $9,279,273 across 7 Utilities - Regulated Electric names. SO ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
37,032 | $3,250,298 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
19,271 | $2,250,274 | |
| 3 | PPL |
PPL Corp
|
54,894 | $1,995,396 | |
| 4 | SO |
Southern Co
This page
|
8,976 | $859,092 | |
| 5 | DTE |
Dte Energy Co
|
2,656 | $404,694 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,482 | $339,562 | |
| 7 | PCG |
PG&E Corp
|
10,699 | $179,957 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $859,092 | 8,976 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $424,108 | 4,394 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||