PINKERTON WEALTH, LLC

Position in SO — Southern Co

CIK 1536446 COEUR D ALENE, ID

Position in SO

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

Position Value

$5,968,092

+$5,758,875 QoQ

Shares Held

62,356

+2587.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.62%

of 13F equity value

Holder Rank

#441

of 2,360 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PINKERTON WEALTH, LLC holds $12,094,135 across 3 Utilities - Regulated Electric names. SO ranks #1 (49.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	62,356	$5,968,092
2	DUK	Duke Energy CORP	45,694	$5,783,946
3	EIX	Edison International	4,595	$342,097

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,968,092	62,356	+2587.8%	Shares	Sole	2026-07-30
2024-09-30	$209,217	2,320	-93.7%	Shares	Sole	2024-11-12
2022-12-31	$2,635,743	36,910	+11.4%	Shares	Sole	2023-02-13
2022-09-30	$2,253,180	33,135	-9.5%	Shares	Sole	2022-11-14
2022-06-30	$2,611,372	36,620	-13.3%	Shares	Sole	2022-08-09
2022-03-31	$3,061,662	42,224	+10.3%	Shares	Sole	2022-05-04
2021-12-31	$2,625,791	38,288	+3.4%	Shares	Sole	2022-01-24
2021-09-30	$2,294,067	37,019	+4.0%	Shares	Sole	2021-11-12
2021-06-30	$2,154,882	35,612	+3.9%	Shares	Sole	2021-08-10
2021-03-31	$2,130,534	34,275	+3.8%	Shares	Sole	2021-05-17
2020-12-31	$2,027,804	33,010	-6.0%	Shares	Sole	2021-02-16
2020-09-30	$1,903,881	35,114	-4.7%	Shares	Sole	2020-11-06
2020-06-30	$1,910,050	36,838	+81.2%	Shares	Sole	2020-08-13
2020-03-31	$1,100,612	20,329	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.