Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$400,546
+$30,971 QoQ
Shares Held
4,185
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,547
of 2,360 holders
Holding Since
Mar 2022
18 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, 2026Wealthspire Retirement, LLC holds $921,460 across 2 Utilities - Regulated Electric names. SO ranks #2 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,935 | $520,914 | |
| 2 | SO |
Southern Co
This page
|
4,185 | $400,546 |
All Filings in SO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,546 | 4,185 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $369,575 | 3,829 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $422,048 | 4,840 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $461,719 | 4,872 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $471,179 | 5,131 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $587,560 | 6,390 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $539,031 | 6,548 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $588,875 | 6,530 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $548,575 | 7,072 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $505,910 | 7,052 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $493,644 | 7,040 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $453,622 | 7,009 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $486,200 | 6,921 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $451,017 | 6,482 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $463,879 | 6,496 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $392,496 | 5,772 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $448,967 | 6,296 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $444,196 | 6,126 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||