Position in SO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$276,793
-$2,342 QoQ
Shares Held
2,892
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,783
of 2,360 holders
Holding Since
Sep 2024
8 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, 2026Ledgewood Wealth Advisors, LLC holds $2,606,371 across 2 Utilities - Regulated Electric names. SO ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
18,404 | $2,329,578 | |
| 2 | SO |
Southern Co
This page
|
2,892 | $276,793 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,793 | 2,892 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $279,135 | 2,892 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $252,182 | 2,892 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $274,074 | 2,892 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $265,572 | 2,892 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $265,919 | 2,892 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $238,069 | 2,892 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $260,800 | 2,892 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||