Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,633
-$107 QoQ
Shares Held
132
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,287
of 2,360 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, 2026Benson Wealth Management INC holds $108,137 across 9 Utilities - Regulated Electric names. SO ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
936 | $75,965 | |
| 2 | SO |
Southern Co
This page
|
132 | $12,633 | |
| 3 | NGG |
National Grid PLC
|
60 | $4,972 | |
| 4 | D |
Dominion Energy, Inc
|
60 | $4,097 | |
| 5 | PCG |
PG&E Corp
|
200 | $3,364 | |
| 6 | EXC |
Exelon Corp
|
49 | $2,284 | |
| 7 | EIX |
Edison International
|
23 | $1,712 | |
| 8 | AEP |
American Electric Power Co Inc
|
12 | $1,641 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,633 | 132 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $12,740 | 132 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,510 | 132 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||