Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$250,377
+$10,622 QoQ
Shares Held
2,616
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,871
of 2,356 holders
Holding Since
Mar 2026
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, 2026Bluebird Wealth Management LLC holds $1,505,797 across 2 Utilities - Regulated Electric names. SO ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
9,918 | $1,255,420 | |
| 2 | SO |
Southern Co
This page
|
2,616 | $250,377 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,377 | 2,616 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $239,755 | 2,484 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||