Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$305,314
-$31,540 QoQ
Shares Held
3,190
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,710
of 2,360 holders
Holding Since
Dec 2021
19 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, 2026Summit Wealth Partners, LLC holds $760,664 across 2 Utilities - Regulated Electric names. SO ranks #2 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,188 | $455,350 | |
| 2 | SO |
Southern Co
This page
|
3,190 | $305,314 |
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,314 | 3,190 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $336,854 | 3,490 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $286,888 | 3,290 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $311,793 | 3,290 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $302,120 | 3,290 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $302,515 | 3,290 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $270,832 | 3,290 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $296,692 | 3,290 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $255,205 | 3,290 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $236,024 | 3,290 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $236,094 | 3,367 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $217,912 | 3,367 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $220,585 | 3,140 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $217,089 | 3,120 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $222,799 | 3,120 | Shares | Sole | 2024-09-11 | |
| 2022-09-30 | $212,160 | 3,120 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $222,487 | 3,120 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $226,231 | 3,120 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $213,969 | 3,120 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||