Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,972,200
+$161,196 QoQ
Shares Held
20,606
+9.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.58%
of 13F equity value
Holder Rank
#762
of 2,354 holders
Holding Since
Jun 2025
5 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, 2026Compass Wealth Management, LLC/GA holds $2,194,854 across 2 Utilities - Regulated Electric names. SO ranks #1 (89.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
20,606 | $1,972,200 | |
| 2 | DUK |
Duke Energy CORP
|
1,759 | $222,654 |
All Filings in SO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,972,200 | 20,606 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,811,004 | 18,763 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,632,907 | 18,726 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,770,587 | 18,683 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,712,170 | 18,645 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||