Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$235,159
+$22,236 QoQ
Shares Held
2,457
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,929
of 2,360 holders
Holding Since
Jun 2025
4 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, 2026Sterling Wealth Management, Inc. holds $831,787 across 2 Utilities - Regulated Electric names. SO ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
4,361 | $596,628 | |
| 2 | SO |
Southern Co
This page
|
2,457 | $235,159 |
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,159 | 2,457 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $212,923 | 2,206 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $209,062 | 2,206 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $202,576 | 2,206 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||