Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$205,010
-$577 QoQ
Shares Held
2,142
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.59%
of 13F equity value
Holder Rank
#2,036
of 2,360 holders
Holding Since
Dec 2025
3 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, 2026Guardian Wealth Management, LLC holds $205,010 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,142 | $205,010 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,010 | 2,142 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $205,587 | 2,130 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $204,571 | 2,346 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||