Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$292,011
-$2,471 QoQ
Shares Held
3,051
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,742
of 2,360 holders
Holding Since
Sep 2024
8 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, 2026Kaydan Wealth Management, Inc. holds $718,189 across 2 Utilities - Regulated Electric names. SO ranks #2 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
2,797 | $426,178 | |
| 2 | SO |
Southern Co
This page
|
3,051 | $292,011 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,011 | 3,051 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $294,482 | 3,051 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $266,047 | 3,051 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $289,048 | 3,050 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $285,683 | 3,111 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $286,056 | 3,111 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $273,055 | 3,317 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $284,517 | 3,155 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||