Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$268,179
+$12,401 QoQ
Shares Held
2,802
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,814
of 2,360 holders
Holding Since
Mar 2024
7 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, 2026Wealth Group, Ltd. holds $5,447,959 across 2 Utilities - Regulated Electric names. SO ranks #2 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
40,921 | $5,179,780 | |
| 2 | SO |
Southern Co
This page
|
2,802 | $268,179 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,179 | 2,802 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $255,778 | 2,650 | Shares | Sole | 2026-04-14 | |
| 2025-03-31 | $358,237 | 3,896 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $474,904 | 5,769 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $337,092 | 3,738 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $441,528 | 5,692 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $408,344 | 5,692 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||