Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$429,642
-$33,364 QoQ
Shares Held
4,489
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,501
of 2,360 holders
Holding Since
Sep 2024
8 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, 2026Resolute Wealth Strategies, LLC holds $807,491 across 2 Utilities - Regulated Electric names. SO ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
4,489 | $429,642 | |
| 2 | NEE |
Nextera Energy Inc
|
4,305 | $377,849 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,642 | 4,489 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $463,006 | 4,797 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $414,723 | 4,756 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $450,252 | 4,751 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $435,917 | 4,747 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $436,026 | 4,742 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $211,809 | 2,573 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $231,672 | 2,569 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||