Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$426,388
+$41,467 QoQ
Shares Held
4,455
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,506
of 2,360 holders
Holding Since
Mar 2024
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, 2026Quotient Wealth Partners, LLC holds $5,807,880 across 8 Utilities - Regulated Electric names. SO ranks #7 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
27,768 | $2,229,770 | |
| 2 | NEE |
Nextera Energy Inc
|
10,798 | $947,740 | |
| 3 | DUK |
Duke Energy CORP
|
4,371 | $553,281 | |
| 4 | ED |
Consolidated Edison Inc
|
4,281 | $473,607 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,348 | $458,039 | |
| 6 | D |
Dominion Energy, Inc
|
6,518 | $445,114 | |
| 7 | SO |
Southern Co
This page
|
4,455 | $426,388 | |
| 8 | ETR |
Entergy Corp /De/
|
2,385 | $273,941 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,388 | 4,455 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $384,921 | 3,988 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $349,846 | 4,012 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $401,066 | 4,232 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $363,646 | 3,960 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $338,192 | 3,678 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $291,248 | 3,538 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $312,022 | 3,460 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $251,404 | 3,241 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $204,100 | 2,845 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||