Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$57,426
-$486 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,170
of 2,354 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, 2026Bravera Wealth holds $1,290,476 across 12 Utilities - Regulated Electric names. SO ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
5,362 | $430,568 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,163 | $295,920 | |
| 3 | NEE |
Nextera Energy Inc
|
2,794 | $245,229 | |
| 4 | DUK |
Duke Energy CORP
|
1,121 | $141,896 | |
| 5 | SO |
Southern Co
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|
600 | $57,426 | |
| 6 | EVRG |
Evergy, Inc.
|
578 | $49,956 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
320 | $34,240 | |
| 8 | EXC |
Exelon Corp
|
295 | $13,752 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,426 | 600 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $57,912 | 600 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $52,320 | 600 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||