Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,795,328
+$45,517 QoQ
Shares Held
18,758
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#796
of 2,360 holders
Holding Since
Sep 2025
4 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, 2026WJ Financial Advisors LLC holds $2,335,464 across 2 Utilities - Regulated Electric names. SO ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
18,758 | $1,795,328 | |
| 2 | NEE |
Nextera Energy Inc
|
6,154 | $540,136 |
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,795,328 | 18,758 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,749,811 | 18,129 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,545,009 | 17,718 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,640,279 | 17,308 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||