Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$289,905
New position
Shares Held
3,029
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,745
of 2,359 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Allied Private Wealth LLC holds $1,431,077 across 13 Utilities - Regulated Electric names. SO ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
7,703 | $676,092 | |
| 2 | SO |
Southern Co
This page
|
3,029 | $289,905 | |
| 3 | ED |
Consolidated Edison Inc
|
1,483 | $164,064 | |
| 4 | AEP |
American Electric Power Co Inc
|
814 | $111,363 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
874 | $70,933 | |
| 6 | PPL |
PPL Corp
|
1,173 | $42,638 | |
| 7 | DUK |
Duke Energy CORP
|
184 | $23,290 | |
| 8 | ETR |
Entergy Corp /De/
|
142 | $16,310 |
All Filings in SO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,905 | 3,029 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||