Westend Capital Management, LLC

Position in SO — Southern Co

CIK 1331997 SAUSALITO, CA

Position in SO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,412

-$7,191 QoQ

Shares Held

-57.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,305

of 2,359 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Westend Capital Management, LLC holds $1,544,761 across 6 Utilities - Regulated Electric names. SO ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	20,670	$1,411,554
2	NEE	Nextera Energy Inc	1,178	$103,393
3	DUK	Duke Energy CORP	68	$8,607
4	ED	Consolidated Edison Inc	67	$7,412
5	PNW	Pinnacle West Capital Corp	69	$7,383
6	SO	Southern Co This page	67	$6,412

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,412	67	-57.1%	Shares	Sole	2026-08-07
2025-12-31	$13,603	156	0.0%	Shares	Sole	2026-01-15
2025-09-30	$14,784	156	0.0%	Shares	Sole	2025-10-17
2025-06-30	$14,325	156	0.0%	Shares	Sole	2025-07-14
2025-03-31	$14,344	156	0.0%	Shares	Sole	2025-04-24
2024-12-31	$12,841	156	0.0%	Shares	Sole	2025-01-15
2024-09-30	$14,068	156	0.0%	Shares	Sole	2024-10-10
2024-06-30	$12,100	156	0.0%	Shares	Sole	2024-07-08
2024-03-31	$11,191	156	—	Shares	Sole	2024-04-12
No filing history on record for this holder in this stock.