Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,491
-$131,650 QoQ
Shares Held
235
-85.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,253
of 2,356 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $878,717 across 20 Utilities - Regulated Electric names. SO ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,567 | $225,305 | |
| 2 | DUK |
Duke Energy CORP
|
1,205 | $152,528 | |
| 3 | PPL |
PPL Corp
|
3,846 | $139,802 | |
| 4 | ES |
Eversource Energy
|
1,389 | $100,383 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,966 | $86,582 | |
| 6 | NGG |
National Grid PLC
|
707 | $58,589 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
333 | $38,884 | |
| 8 | SO |
Southern Co
This page
|
235 | $22,491 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,491 | 235 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $154,141 | 1,597 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $148,501 | 1,703 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $161,392 | 1,703 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $156,385 | 1,703 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $156,590 | 1,703 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $140,190 | 1,703 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||