Position in SO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,339
+$664 QoQ
Shares Held
14
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,336
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, 2026Nvest Wealth Strategies, Inc. holds $191,514 across 14 Utilities - Regulated Electric names. SO ranks #3 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,316 | $180,041 | |
| 2 | NEE |
Nextera Energy Inc
|
28 | $2,457 | |
| 3 | SO |
Southern Co
This page
|
14 | $1,339 | |
| 4 | DUK |
Duke Energy CORP
|
10 | $1,265 | |
| 5 | ETR |
Entergy Corp /De/
|
8 | $918 | |
| 6 | D |
Dominion Energy, Inc
|
13 | $887 | |
| 7 | EXC |
Exelon Corp
|
18 | $839 | |
| 8 | XEL |
Xcel Energy Inc
|
10 | $803 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,339 | 14 | Shares | Other | 2026-07-10 | |
| 2026-03-31 | $675 | 7 | Shares | Other | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||