Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$256,119
+$1,017 QoQ
Shares Held
2,676
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,850
of 2,359 holders
Holding Since
Mar 2025
6 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, 2026Code Waechter LLC holds $3,969,434 across 8 Utilities - Regulated Electric names. SO ranks #8 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
10,361 | $858,616 | |
| 2 | XEL |
Xcel Energy Inc
|
7,900 | $634,370 | |
| 3 | DUK |
Duke Energy CORP
|
4,601 | $582,394 | |
| 4 | FE |
Firstenergy Corp
|
11,860 | $563,824 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,758 | $377,321 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,999 | $350,193 | |
| 7 | PPL |
PPL Corp
|
9,535 | $346,597 | |
| 8 | SO |
Southern Co
This page
|
2,676 | $256,119 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,119 | 2,676 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $255,102 | 2,643 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $292,468 | 3,354 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $368,276 | 3,886 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $428,386 | 4,665 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $291,757 | 3,173 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||