Obermeyer Wealth Partners

Position in SO — Southern Co

CIK 1349654 ASPEN, CO

Position in SO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$204,723

-$1,733 QoQ

Shares Held

2,139

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,038

of 2,360 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Obermeyer Wealth Partners holds $2,121,960 across 5 Utilities - Regulated Electric names. SO ranks #5 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	7,497	$875,424
2	NEE	Nextera Energy Inc	4,580	$401,986
3	XEL	Xcel Energy Inc	4,844	$388,973
4	ETR	Entergy Corp /De/	2,184	$250,854
5	SO	Southern Co This page	2,139	$204,723

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,723	2,139	0.0%	Shares	Sole	2026-07-29
2026-03-31	$206,456	2,139	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.