Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$435,384
-$3,685 QoQ
Shares Held
4,549
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#1,492
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, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $687,784 across 2 Utilities - Regulated Electric names. SO ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
4,549 | $435,384 | |
| 2 | DUK |
Duke Energy CORP
|
1,994 | $252,400 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,384 | 4,549 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $439,069 | 4,549 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $435,040 | 4,989 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $524,931 | 5,539 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $552,081 | 6,012 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $552,803 | 6,012 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $510,384 | 6,200 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||