Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,688,685
+$6,974 QoQ
Shares Held
28,092
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#650
of 2,356 holders
Holding Since
Dec 2023
11 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, 2026Tyche Wealth Partners LLC holds $9,340,689 across 8 Utilities - Regulated Electric names. SO ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,868 | $4,113,604 | |
| 2 | SO |
Southern Co
This page
|
28,092 | $2,688,685 | |
| 3 | DUK |
Duke Energy CORP
|
4,780 | $605,052 | |
| 4 | LNT |
Alliant Energy Corp
|
7,205 | $549,669 | |
| 5 | AEE |
Ameren Corp
|
3,875 | $438,030 | |
| 6 | TXNM |
Txnm Energy Inc
|
6,593 | $374,350 | |
| 7 | XEL |
Xcel Energy Inc
|
3,886 | $312,045 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,895 | $259,254 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,688,685 | 28,092 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,681,711 | 27,784 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,420,933 | 27,763 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,653,844 | 28,003 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,582,351 | 28,121 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,582,875 | 28,090 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,187,736 | 26,576 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,426,202 | 26,904 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,131,313 | 27,476 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,735,031 | 24,185 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,651,326 | 23,550 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||