Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$124,997
-$650,539 QoQ
Shares Held
1,306
-86.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,092
of 2,354 holders
Holding Since
Sep 2022
9 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, 2026Buck Wealth Strategies, LLC holds $1,247,687 across 30 Utilities - Regulated Electric names. SO ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,625 | $222,316 | |
| 2 | SO |
Southern Co
This page
|
1,306 | $124,997 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
1,214 | $98,528 | |
| 4 | NEE |
Nextera Energy Inc
|
1,026 | $90,052 | |
| 5 | PPL |
PPL Corp
|
2,362 | $85,858 | |
| 6 | CNP |
Centerpoint Energy Inc
|
1,654 | $72,842 | |
| 7 | ED |
Consolidated Edison Inc
|
624 | $69,033 | |
| 8 | DUK |
Duke Energy CORP
|
523 | $66,201 |
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,997 | 1,306 | Shares | Sole | 2026-07-30 | |
| 2024-12-31 | $775,536 | 9,421 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $507,172 | 5,624 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $672,221 | 8,666 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,075,500 | 98,627 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $560,960 | 8,000 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $536,011 | 8,282 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $61,468 | 875 | Shares | Sole | 2023-11-06 | |
| 2022-09-30 | $211,412 | 3,109 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||