Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,360,900
+$40,700 QoQ
Shares Held
14,219
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#886
of 2,375 holders
Holding Since
Mar 2026
2 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $20,542,510 across 15 Utilities - Regulated Electric names. SO ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
96,075 | $8,432,502 | |
| 2 | KEP |
Korea Electric Power Corp
|
156,660 | $1,895,586 | |
| 3 | DUK |
Duke Energy CORP
|
14,305 | $1,810,726 | |
| 4 | AEP |
American Electric Power Co Inc
|
10,712 | $1,465,508 | |
| 5 | D |
Dominion Energy, Inc
|
21,346 | $1,457,718 | |
| 6 | SO |
Southern Co
This page
|
14,219 | $1,360,900 | |
| 7 | PCG |
PG&E Corp
|
56,945 | $957,814 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
4,978 | $581,281 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,360,900 | 14,219 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,320,200 | 13,678 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||