Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$519,035
-$4,392 QoQ
Shares Held
5,423
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,377
of 2,356 holders
Holding Since
Dec 2020
22 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, 2026Wealth Management Associates, Inc. holds $4,824,619 across 8 Utilities - Regulated Electric names. SO ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
24,431 | $1,982,819 | |
| 2 | DUK |
Duke Energy CORP
|
5,933 | $750,999 | |
| 3 | NEE |
Nextera Energy Inc
|
6,075 | $533,202 | |
| 4 | SO |
Southern Co
This page
|
5,423 | $519,035 | |
| 5 | PPL |
PPL Corp
|
9,099 | $330,748 | |
| 6 | EXC |
Exelon Corp
|
5,643 | $263,076 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,638 | $224,094 | |
| 8 | ETR |
Entergy Corp /De/
|
1,921 | $220,646 |
All Filings in SO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,035 | 5,423 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $523,427 | 5,423 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $472,885 | 5,423 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $513,937 | 5,423 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $452,079 | 4,923 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $440,716 | 4,793 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $454,653 | 5,523 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $543,154 | 6,023 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $369,776 | 4,767 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $341,984 | 4,767 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $323,112 | 4,608 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $295,576 | 4,567 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $282,475 | 4,021 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $282,494 | 4,060 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $232,082 | 3,250 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $255,000 | 3,750 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $231,757 | 3,250 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $235,657 | 3,250 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $222,885 | 3,250 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $201,402 | 3,250 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $222,905 | 3,586 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $220,287 | 3,586 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||