Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,636
New position
Shares Held
38
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,317
of 2,356 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Provenance Wealth Advisors, LLC holds $182,013 across 11 Utilities - Regulated Electric names. SO ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
585 | $80,033 | |
| 2 | NEE |
Nextera Energy Inc
|
711 | $62,404 | |
| 3 | DUK |
Duke Energy CORP
|
181 | $22,910 | |
| 4 | SO |
Southern Co
This page
|
38 | $3,636 | |
| 5 | CNP |
Centerpoint Energy Inc
|
64 | $2,818 | |
| 6 | ES |
Eversource Energy
|
38 | $2,746 | |
| 7 | DTE |
Dte Energy Co
|
16 | $2,437 | |
| 8 | EXC |
Exelon Corp
|
51 | $2,377 |
All Filings in SO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,636 | 38 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||