Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$330,965
-$1,835 QoQ
Shares Held
3,458
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,653
of 2,356 holders
Holding Since
Sep 2024
8 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, 2026Cannon Wealth Management Services, LLC holds $2,840,540 across 2 Utilities - Regulated Electric names. SO ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
19,826 | $2,509,575 | |
| 2 | SO |
Southern Co
This page
|
3,458 | $330,965 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,965 | 3,458 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $332,800 | 3,448 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $300,665 | 3,448 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $328,472 | 3,466 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $263,001 | 2,864 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $263,344 | 2,864 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $258,567 | 3,141 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $283,165 | 3,140 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||