Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,486,044
-$131,331 QoQ
Shares Held
36,423
-2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#562
of 2,356 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPL Wealth Management, LLC holds $6,997,009 across 28 Utilities - Regulated Electric names. SO ranks #1 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
36,423 | $3,486,044 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
29,413 | $2,387,158 | |
| 3 | XEL |
Xcel Energy Inc
|
3,716 | $298,394 | |
| 4 | NEE |
Nextera Energy Inc
|
3,074 | $269,804 | |
| 5 | DUK |
Duke Energy CORP
|
1,009 | $127,718 | |
| 6 | ED |
Consolidated Edison Inc
|
552 | $61,067 | |
| 7 | D |
Dominion Energy, Inc
|
844 | $57,636 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
462 | $53,946 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,486,044 | 36,423 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,617,375 | 37,478 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,251,426 | 37,287 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,787,198 | 39,962 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,667,965 | 39,943 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,661,081 | 39,816 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,156,972 | 38,350 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $2,233,705 | 28,796 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,977,297 | 27,562 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,632,043 | 23,275 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||