Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,838,206
-$1,594,431 QoQ
Shares Held
19,206
-46.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#787
of 2,356 holders
Holding Since
Dec 2022
10 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, 2026Gateway Wealth Partners, LLC holds $7,552,374 across 11 Utilities - Regulated Electric names. SO ranks #1 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
19,206 | $1,838,206 | |
| 2 | DUK |
Duke Energy CORP
|
9,162 | $1,159,725 | |
| 3 | NEE |
Nextera Energy Inc
|
8,697 | $763,335 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,027 | $687,743 | |
| 5 | AEE |
Ameren Corp
|
5,224 | $590,520 | |
| 6 | ED |
Consolidated Edison Inc
|
5,293 | $585,564 | |
| 7 | EIX |
Edison International
|
7,017 | $522,415 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
3,993 | $466,262 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,838,206 | 19,206 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,432,637 | 35,564 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,316,109 | 15,093 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,214,761 | 12,818 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $464,751 | 5,061 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $407,246 | 4,429 | Shares | Sole | 2025-05-01 | |
| 2023-09-30 | $320,040 | 4,945 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $383,635 | 5,461 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $389,508 | 5,598 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $435,172 | 6,094 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||