Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,191,926
+$1,029,012 QoQ
Shares Held
33,350
+48.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#593
of 2,356 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Modern Wealth Management, LLC holds $44,914,548 across 23 Utilities - Regulated Electric names. SO ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
273,000 | $23,961,208 | |
| 2 | SO |
Southern Co
This page
|
33,350 | $3,191,926 | |
| 3 | DTE |
Dte Energy Co
|
15,030 | $2,290,120 | |
| 4 | DUK |
Duke Energy CORP
|
16,984 | $2,149,831 | |
| 5 | XEL |
Xcel Energy Inc
|
20,279 | $1,628,402 | |
| 6 | EXC |
Exelon Corp
|
28,172 | $1,313,377 | |
| 7 | FE |
Firstenergy Corp
|
23,774 | $1,130,215 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
9,104 | $1,063,072 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,191,926 | 33,350 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,162,914 | 22,409 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,866,252 | 21,402 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,003,529 | 21,141 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,936,784 | 21,091 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $679,784 | 7,393 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $736,679 | 8,949 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $274,597 | 3,045 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $254,971 | 3,287 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $215,506 | 3,004 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||