Position in SO
as of Mar 31, 2026
· filed Jun 24, 2026
Position Value
$153,080
+$14,607 QoQ
Shares Held
1,586
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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 Mar 31, 2026Basecamp Wealth Advisors LLC holds $3,283,257 across 31 Utilities - Regulated Electric names. SO ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
7,665 | $711,925 | |
| 2 | KEP |
Korea Electric Power Corp
|
27,285 | $388,811 | |
| 3 | DUK |
Duke Energy CORP
|
2,248 | $294,353 | |
| 4 | XEL |
Xcel Energy Inc
|
2,510 | $199,394 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
2,421 | $195,979 | |
| 6 | D |
Dominion Energy, Inc
|
2,864 | $177,052 | |
| 7 | ES |
Eversource Energy
|
2,275 | $157,612 | |
| 8 | SO |
Southern Co
This page
|
1,586 | $153,080 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $153,080 | 1,586 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $138,473 | 1,588 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||