Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$700,884
-$5,256 QoQ
Shares Held
7,323
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.10%
of 13F equity value
Holder Rank
#1,211
of 2,360 holders
Holding Since
Dec 2024
7 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, 2026Wilkins Miller Wealth Management, LLC holds $700,884 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
7,323 | $700,884 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,884 | 7,323 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $706,140 | 7,316 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $637,344 | 7,309 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $691,915 | 7,301 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $672,471 | 7,323 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $678,131 | 7,375 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $606,616 | 7,369 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||