Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$128,921
+$260 QoQ
Shares Held
1,347
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,091
of 2,356 holders
Holding Since
Mar 2024
10 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, 2026Gen-Wealth Partners Inc holds $2,497,330 across 25 Utilities - Regulated Electric names. SO ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,912 | $518,896 | |
| 2 | ED |
Consolidated Edison Inc
|
3,659 | $404,795 | |
| 3 | ES |
Eversource Energy
|
4,922 | $355,712 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,787 | $244,479 | |
| 5 | CMS |
Cms Energy Corp
|
3,179 | $243,193 | |
| 6 | SO |
Southern Co
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|
1,347 | $128,921 | |
| 7 | EXC |
Exelon Corp
|
2,729 | $127,225 | |
| 8 | DTE |
Dte Energy Co
|
563 | $85,784 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,921 | 1,347 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $128,661 | 1,333 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $131,672 | 1,510 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $150,873 | 1,592 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $172,181 | 1,875 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $176,084 | 1,915 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $179,951 | 2,186 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $243,305 | 2,698 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $210,447 | 2,713 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $294,636 | 4,107 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||