Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,117,414
-$32,718 QoQ
Shares Held
11,675
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#971
of 2,359 holders
Holding Since
Dec 2023
6 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, 2026Turtle Creek Wealth Advisors, LLC holds $23,910,191 across 13 Utilities - Regulated Electric names. SO ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
97,761 | $11,228,828 | |
| 2 | DUK |
Duke Energy CORP
|
46,544 | $5,891,539 | |
| 3 | NEE |
Nextera Energy Inc
|
26,858 | $2,357,326 | |
| 4 | SO |
Southern Co
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|
11,675 | $1,117,414 | |
| 5 | AEE |
Ameren Corp
|
5,871 | $663,657 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,548 | $622,211 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,554 | $415,000 | |
| 8 | D |
Dominion Energy, Inc
|
4,648 | $317,411 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,117,414 | 11,675 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,150,132 | 11,916 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $763,523 | 8,756 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $869,135 | 9,171 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $669,624 | 7,292 | Shares | Sole | 2025-07-28 | |
| 2023-12-31 | $87,159 | 1,243 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||