Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$149,690
-$968,590 QoQ
Shares Held
1,564
-86.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,080
of 2,359 holders
Holding Since
Dec 2023
8 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, 2026Mosley Wealth Management holds $367,575 across 18 Utilities - Regulated Electric names. SO ranks #1 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
1,564 | $149,690 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
1,106 | $89,762 | |
| 3 | AEE |
Ameren Corp
|
277 | $31,312 | |
| 4 | EIX |
Edison International
|
345 | $25,685 | |
| 5 | EXC |
Exelon Corp
|
521 | $24,289 | |
| 6 | HE |
Hawaiian Electric Industries Inc
|
1,275 | $17,250 | |
| 7 | AEP |
American Electric Power Co Inc
|
92 | $12,586 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
43 | $5,021 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,690 | 1,564 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,118,280 | 11,586 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $999,224 | 11,459 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $996,072 | 12,100 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $964,565 | 10,696 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $500,869 | 6,457 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $435,533 | 6,071 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $430,256 | 6,136 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||