Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$444,285
-$3,760 QoQ
Shares Held
4,642
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,484
of 2,359 holders
Holding Since
Dec 2024
7 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, 2026Manske Wealth Management holds $6,116,754 across 10 Utilities - Regulated Electric names. SO ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
21,686 | $1,614,522 | |
| 2 | NGG |
National Grid PLC
|
12,063 | $999,660 | |
| 3 | ES |
Eversource Energy
|
12,788 | $924,188 | |
| 4 | ETR |
Entergy Corp /De/
|
5,734 | $658,607 | |
| 5 | SO |
Southern Co
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|
4,642 | $444,285 | |
| 6 | D |
Dominion Energy, Inc
|
5,034 | $343,771 | |
| 7 | PPL |
PPL Corp
|
8,425 | $306,248 | |
| 8 | EXC |
Exelon Corp
|
6,132 | $285,873 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,285 | 4,642 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $448,045 | 4,642 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $410,450 | 4,707 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $446,082 | 4,707 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $447,854 | 4,877 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $434,004 | 4,720 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $407,484 | 4,950 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||