Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,603
-$2,469 QoQ
Shares Held
69
-26.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,299
of 2,354 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, 2026Valued Wealth Advisors LLC holds $205,988 across 22 Utilities - Regulated Electric names. SO ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
881 | $77,325 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
343 | $40,052 | |
| 3 | AEP |
American Electric Power Co Inc
|
169 | $23,120 | |
| 4 | XEL |
Xcel Energy Inc
|
160 | $12,848 | |
| 5 | ETR |
Entergy Corp /De/
|
86 | $9,877 | |
| 6 | DUK |
Duke Energy CORP
|
58 | $7,341 | |
| 7 | SO |
Southern Co
This page
|
69 | $6,603 | |
| 8 | EXC |
Exelon Corp
|
134 | $6,247 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,603 | 69 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,072 | 94 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,877 | 33 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,790 | 40 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,673 | 40 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,758 | 30 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,469 | 30 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,254 | 25 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $853 | 11 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,076 | 15 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $490 | 7 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||