Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$963,034
-$7,957 QoQ
Shares Held
10,062
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,038
of 2,360 holders
Holding Since
Mar 2025
6 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, 2026Kingsman Wealth Management, Inc. holds $1,577,424 across 2 Utilities - Regulated Electric names. SO ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
10,062 | $963,034 | |
| 2 | NEE |
Nextera Energy Inc
|
7,000 | $614,390 |
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $963,034 | 10,062 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $970,991 | 10,060 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $880,458 | 10,097 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $956,608 | 10,094 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $926,748 | 10,092 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $929,706 | 10,111 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||