Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$399,972
-$10,334 QoQ
Shares Held
4,179
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.83%
of 13F equity value
Holder Rank
#1,548
of 2,360 holders
Holding Since
Dec 2024
7 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, 2026Level Wealth Management LLC holds $982,113 across 2 Utilities - Regulated Electric names. SO ranks #2 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
4,599 | $582,141 | |
| 2 | SO |
Southern Co
This page
|
4,179 | $399,972 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,972 | 4,179 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $410,306 | 4,251 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $364,060 | 4,175 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $395,569 | 4,174 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $383,114 | 4,172 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $383,615 | 4,172 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $343,439 | 4,172 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||