Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$9,401,114
+$201,021 QoQ
Shares Held
98,225
+3.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
3.92%
of 13F equity value
Holder Rank
#334
of 2,360 holders
Holding Since
Dec 2022
15 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, 2026Windle Wealth, LLC holds $19,071,946 across 2 Utilities - Regulated Electric names. SO ranks #2 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
87,416 | $9,670,832 | |
| 2 | SO |
Southern Co
This page
|
98,225 | $9,401,114 |
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,401,114 | 98,225 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,200,093 | 95,318 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,928,049 | 90,918 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,648,520 | 91,258 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,258,363 | 89,931 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $8,173,803 | 88,894 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,268,938 | 88,301 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,814,908 | 86,659 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,788,771 | 87,518 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,470,302 | 90,191 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,066,712 | 86,519 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,688,370 | 87,892 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,964,997 | 84,911 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,876,865 | 84,462 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,842,480 | 81,816 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||