Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$241,189
-$40,649 QoQ
Shares Held
2,520
-13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#1,902
of 2,356 holders
Holding Since
Dec 2025
3 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, 2026Walsh & Associates, LLC holds $840,400 across 8 Utilities - Regulated Electric names. SO ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
2,484 | $290,056 | |
| 2 | SO |
Southern Co
This page
|
2,520 | $241,189 | |
| 3 | EXC |
Exelon Corp
|
4,157 | $193,799 | |
| 4 | DUK |
Duke Energy CORP
|
362 | $45,821 | |
| 5 | PPL |
PPL Corp
|
1,200 | $43,620 | |
| 6 | DTE |
Dte Energy Co
|
133 | $20,265 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
48 | $3,895 | |
| 8 | NEE |
Nextera Energy Inc
|
20 | $1,755 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,189 | 2,520 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $281,838 | 2,920 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $254,624 | 2,920 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||