Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$189,505
+$12,874 QoQ
Shares Held
1,980
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,059
of 2,360 holders
Holding Since
Sep 2025
4 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, 2026Tripletail Wealth Management, LLC holds $215,836 across 2 Utilities - Regulated Electric names. SO ranks #1 (87.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
1,980 | $189,505 | |
| 2 | NEE |
Nextera Energy Inc
|
300 | $26,331 |
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,505 | 1,980 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $176,631 | 1,830 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $156,960 | 1,800 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $178,072 | 1,879 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||