Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$69,676
+$2,692 QoQ
Shares Held
728
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,147
of 2,356 holders
Holding Since
Dec 2025
3 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, 2026Wealth Enhancement Trust Services, Inc. holds $3,391,119 across 22 Utilities - Regulated Electric names. SO ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
13,749 | $1,104,043 | |
| 2 | NEE |
Nextera Energy Inc
|
7,974 | $699,877 | |
| 3 | AEP |
American Electric Power Co Inc
|
4,066 | $556,269 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
2,721 | $317,730 | |
| 5 | MGEE |
Mge Energy Inc
|
1,901 | $155,007 | |
| 6 | LNT |
Alliant Energy Corp
|
1,275 | $97,269 | |
| 7 | EXC |
Exelon Corp
|
1,768 | $82,424 | |
| 8 | SO |
Southern Co
This page
|
728 | $69,676 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,676 | 728 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $66,984 | 694 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $62,958 | 722 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||