Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$15,217
+$3,732 QoQ
Shares Held
159
+33.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,271
of 2,356 holders
Holding Since
Jun 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, 2026Rialto Wealth Management, LLC holds $358,796 across 31 Utilities - Regulated Electric names. SO ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
1,250 | $103,587 | |
| 2 | AEP |
American Electric Power Co Inc
|
315 | $43,095 | |
| 3 | DUK |
Duke Energy CORP
|
256 | $32,404 | |
| 4 | NEE |
Nextera Energy Inc
|
258 | $22,644 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
269 | $21,832 | |
| 6 | XEL |
Xcel Energy Inc
|
211 | $16,943 | |
| 7 | SO |
Southern Co
This page
|
159 | $15,217 | |
| 8 | D |
Dominion Energy, Inc
|
121 | $8,263 |
All Filings in SO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,217 | 159 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,485 | 119 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,569 | 18 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,411 | 36 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,122 | 34 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||