Position in SO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,320,200
New position
Shares Held
13,678
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $18,328,077 across 15 Utilities - Regulated Electric names. SO ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
74,438 | $6,913,801 | |
| 2 | KEP |
Korea Electric Power Corp
|
146,191 | $2,083,221 | |
| 3 | DUK |
Duke Energy CORP
|
11,395 | $1,492,061 | |
| 4 | D |
Dominion Energy, Inc
|
22,121 | $1,367,520 | |
| 5 | SO |
Southern Co
This page
|
13,678 | $1,320,200 | |
| 6 | PCG |
PG&E Corp
|
56,392 | $990,807 | |
| 7 | AEP |
American Electric Power Co Inc
|
5,898 | $773,109 | |
| 8 | EIX |
Edison International
|
10,290 | $753,022 |
All Filings in SO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,320,200 | 13,678 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||