Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$267,700
+$245,983 QoQ
Shares Held
2,797
+1143.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,814
of 2,356 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fourth Dimension Wealth, LLC holds $1,595,643 across 10 Utilities - Regulated Electric names. SO ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
4,133 | $523,155 | |
| 2 | D |
Dominion Energy, Inc
|
4,203 | $287,022 | |
| 3 | SO |
Southern Co
This page
|
2,797 | $267,700 | |
| 4 | ETR |
Entergy Corp /De/
|
1,530 | $175,735 | |
| 5 | NEE |
Nextera Energy Inc
|
1,512 | $132,708 | |
| 6 | FE |
Firstenergy Corp
|
1,843 | $87,616 | |
| 7 | ED |
Consolidated Edison Inc
|
572 | $63,280 | |
| 8 | AEP |
American Electric Power Co Inc
|
314 | $42,958 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,700 | 2,797 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $21,717 | 225 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $28,601 | 328 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $31,084 | 328 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $49,863 | 543 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $49,928 | 543 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $12,348 | 150 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||