Private Wealth Partners, LLC

Position in SO — Southern Co

CIK 1335851 MILL VALLEY, CA

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$200,991

-$1,701 QoQ

Shares Held

2,100

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,049

of 2,359 holders

Holding Since

Jun 2024

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Private Wealth Partners, LLC holds $5,443,617 across 5 Utilities - Regulated Electric names. SO ranks #5 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	21,343	$1,873,275
2	DUK	Duke Energy CORP	14,013	$1,773,765
3	ETR	Entergy Corp /De/	9,700	$1,114,142
4	D	Dominion Energy, Inc	7,050	$481,444
5	SO	Southern Co This page	2,100	$200,991

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,991	2,100	0.0%	Shares	Sole	2026-08-03
2026-03-31	$202,692	2,100	-19.2%	Shares	Sole	2026-04-28
2024-12-31	$214,032	2,600	0.0%	Shares	Sole	2025-02-03
2024-09-30	$234,468	2,600	0.0%	Shares	Sole	2024-10-29
2024-06-30	$201,682	2,600	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.