Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$151,317
-$1,763 QoQ
Shares Held
1,581
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,094
of 2,375 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, 2026Basecamp Wealth Advisors LLC holds $3,218,704 across 30 Utilities - Regulated Electric names. SO ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
7,647 | $671,177 | |
| 2 | KEP |
Korea Electric Power Corp
|
28,730 | $347,633 | |
| 3 | DUK |
Duke Energy CORP
|
2,244 | $284,045 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
2,520 | $204,523 | |
| 5 | XEL |
Xcel Energy Inc
|
2,510 | $201,553 | |
| 6 | D |
Dominion Energy, Inc
|
2,825 | $192,919 | |
| 7 | ES |
Eversource Energy
|
2,464 | $178,073 | |
| 8 | SO |
Southern Co
This page
|
1,581 | $151,317 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,317 | 1,581 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||