Position in SO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$257,322
-$68,718 QoQ
Shares Held
2,666
-28.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026MOR Wealth Management, LLC holds $562,079 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,404 | $562,079 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $257,322 | 2,666 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $326,040 | 3,739 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||