Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,590,221
+$166,069 QoQ
Shares Held
16,615
+12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#840
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, 2026GRANITE ISLANDS PRIVATE WEALTH, LLC holds $2,529,535 across 2 Utilities - Regulated Electric names. SO ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
16,615 | $1,590,221 | |
| 2 | NEE |
Nextera Energy Inc
|
10,702 | $939,314 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,590,221 | 16,615 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,424,152 | 14,755 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $996,696 | 11,430 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||