Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,091,072
+$194,551 QoQ
Shares Held
21,848
+11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#739
of 2,354 holders
Holding Since
Dec 2020
20 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, 2026Ashton Thomas Private Wealth, LLC holds $33,646,243 across 16 Utilities - Regulated Electric names. SO ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
109,004 | $9,567,281 | |
| 2 | DUK |
Duke Energy CORP
|
51,199 | $6,480,769 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
44,675 | $5,216,699 | |
| 4 | AEP |
American Electric Power Co Inc
|
37,178 | $5,086,322 | |
| 5 | SO |
Southern Co
This page
|
21,848 | $2,091,072 | |
| 6 | XEL |
Xcel Energy Inc
|
19,237 | $1,544,731 | |
| 7 | LNT |
Alliant Energy Corp
|
7,173 | $547,228 | |
| 8 | AEE |
Ameren Corp
|
4,827 | $545,644 |
All Filings in SO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,091,072 | 21,848 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,896,521 | 19,649 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,070,215 | 23,741 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,231,738 | 23,549 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,533,285 | 16,697 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,653,628 | 17,984 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,469,658 | 17,853 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,737,317 | 19,265 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,365,154 | 17,599 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $796,242 | 11,099 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $862,195 | 12,296 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $831,134 | 12,842 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $979,214 | 13,939 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $720,779 | 10,359 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $1,379,926 | 19,324 | Shares | Sole | 2024-04-22 | |
| 2022-09-30 | $479,128 | 7,046 | Shares | Sole | 2024-04-22 | |
| 2022-06-30 | $519,350 | 7,283 | Shares | Sole | 2024-04-22 | |
| 2022-03-31 | $456,522 | 6,296 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $408,668 | 5,959 | Shares | Sole | 2024-04-22 | |
| 2020-12-31 | $205,421 | 3,344 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||