Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,092,051
+$52,531 QoQ
Shares Held
11,410
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.63%
of 13F equity value
Holder Rank
#980
of 2,360 holders
Holding Since
Mar 2026
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 Jun 30, 2026Navigate Wealth Management, LLC holds $1,092,051 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
11,410 | $1,092,051 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,092,051 | 11,410 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,039,520 | 10,770 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||