Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$215,347
-$1,823 QoQ
Shares Held
2,250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,983
of 2,354 holders
Holding Since
Mar 2025
5 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, 2026BXM Wealth LLC holds $729,894 across 2 Utilities - Regulated Electric names. SO ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
4,065 | $514,547 | |
| 2 | SO |
Southern Co
This page
|
2,250 | $215,347 |
All Filings in SO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,347 | 2,250 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $217,170 | 2,250 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $213,232 | 2,250 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $206,617 | 2,250 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $206,887 | 2,250 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||