Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$336,516
New position
Shares Held
3,516
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#1,642
of 2,360 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bucket List Wealth Management, LLC holds $336,516 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
|
3,516 | $336,516 |
All Filings in SO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,516 | 3,516 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||