Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,093,347
-$5,910 QoQ
Shares Held
32,320
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.70%
of 13F equity value
Holder Rank
#609
of 2,360 holders
Holding Since
Dec 2025
3 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, 2026M3 Wealth Management, LLC holds $5,762,871 across 2 Utilities - Regulated Electric names. SO ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
32,320 | $3,093,347 | |
| 2 | NEE |
Nextera Energy Inc
|
30,415 | $2,669,524 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,093,347 | 32,320 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,099,257 | 32,110 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,795,370 | 32,057 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||