Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$491,757
+$14,177 QoQ
Shares Held
5,138
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,413
of 2,360 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, 2026SHRIER WEALTH MANAGEMENT, LLC holds $491,757 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
|
5,138 | $491,757 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,757 | 5,138 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $477,580 | 4,948 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $422,920 | 4,850 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||