Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$19,620
+$10,451 QoQ
Shares Held
205
+115.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,255
of 2,354 holders
Holding Since
Mar 2026
2 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $767,265 across 20 Utilities - Regulated Electric names. SO ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
2,693 | $304,416 | |
| 2 | DUK |
Duke Energy CORP
|
1,638 | $207,338 | |
| 3 | NEE |
Nextera Energy Inc
|
879 | $77,149 | |
| 4 | XEL |
Xcel Energy Inc
|
349 | $28,024 | |
| 5 | AEP |
American Electric Power Co Inc
|
203 | $27,772 | |
| 6 | EXC |
Exelon Corp
|
500 | $23,310 | |
| 7 | ETR |
Entergy Corp /De/
|
174 | $19,985 | |
| 8 | SO |
Southern Co
This page
|
205 | $19,620 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,620 | 205 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,169 | 95 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||