Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,573,715
+$10,294 QoQ
Shares Held
37,339
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
8.92%
of 13F equity value
Holder Rank
#553
of 2,354 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, 2026High Point Wealth Management, LLC holds $13,630,526 across 12 Utilities - Regulated Electric names. SO ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
44,572 | $3,617,463 | |
| 2 | SO |
Southern Co
This page
|
37,339 | $3,573,715 | |
| 3 | ED |
Consolidated Edison Inc
|
23,214 | $2,568,164 | |
| 4 | DUK |
Duke Energy CORP
|
6,132 | $776,188 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,929 | $674,336 | |
| 6 | ETR |
Entergy Corp /De/
|
5,425 | $623,115 | |
| 7 | AEE |
Ameren Corp
|
4,974 | $562,260 | |
| 8 | FE |
Firstenergy Corp
|
7,479 | $355,551 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,573,715 | 37,339 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,563,421 | 36,919 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,100,483 | 35,556 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||