Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$18,663
+$132 QoQ
Shares Held
195
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,259
of 2,354 holders
Holding Since
Jun 2024
8 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $348,273 across 18 Utilities - Regulated Electric names. SO ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
890 | $103,925 | |
| 2 | PCG |
PG&E Corp
|
4,332 | $72,864 | |
| 3 | ED |
Consolidated Edison Inc
|
304 | $33,631 | |
| 4 | LNT |
Alliant Energy Corp
|
437 | $33,338 | |
| 5 | NEE |
Nextera Energy Inc
|
344 | $30,192 | |
| 6 | DUK |
Duke Energy CORP
|
202 | $25,569 | |
| 7 | SO |
Southern Co
This page
|
195 | $18,663 | |
| 8 | AEP |
American Electric Power Co Inc
|
109 | $14,912 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,663 | 195 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $18,531 | 192 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,742 | 192 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,195 | 192 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $17,631 | 192 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,654 | 192 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $19,388 | 215 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $15,823 | 204 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||