Position in SO
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$36,561
-$354,441 QoQ
Shares Held
382
-90.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,212
of 2,354 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $395,247 across 20 Utilities - Regulated Electric names. SO ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,475 | $186,705 | |
| 2 | NEE |
Nextera Energy Inc
|
673 | $59,069 | |
| 3 | AEP |
American Electric Power Co Inc
|
268 | $36,665 | |
| 4 | SO |
Southern Co
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|
382 | $36,561 | |
| 5 | XEL |
Xcel Energy Inc
|
209 | $16,782 | |
| 6 | D |
Dominion Energy, Inc
|
244 | $16,662 | |
| 7 | EXC |
Exelon Corp
|
236 | $11,002 | |
| 8 | ETR |
Entergy Corp /De/
|
65 | $7,465 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,561 | 382 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $391,002 | 4,051 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $487,099 | 5,586 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $717,882 | 7,575 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $697,816 | 7,599 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $740,197 | 8,050 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $621,104 | 7,545 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $486,070 | 5,390 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $409,259 | 5,276 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $319,027 | 4,447 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $262,038 | 3,737 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||