Focus Partners Wealth

Position in SO — Southern Co

CIK 1542153 ST LOUIS, MO

Position in SO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$141,129,710

+$17,702,819 QoQ

Shares Held

1,462,181

+3.3% QoQ

Ownership

0.130%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Utilities · as of Mar 31, 2026

Focus Partners Wealth holds $697,439,690 across 31 Utilities - Regulated Electric names. SO ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,147,807	$150,293,848
2	SO	Southern Co This page	1,462,181	$141,129,710
3	NEE	Nextera Energy Inc	1,101,298	$102,288,558
4	PCG	PG&E Corp	2,941,405	$51,680,485
5	D	Dominion Energy, Inc	661,822	$40,913,836
6	DTE	Dte Energy Co	234,496	$34,288,005
7	EVRG	Evergy, Inc.	411,084	$33,676,001
8	ES	Eversource Energy	350,927	$24,312,222

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$141,129,710	1,462,181	+3.3%	Shares	Sole	2026-05-15
2025-12-31	$123,426,891	1,415,446	+10.0%	Shares	Sole	2026-02-13
2025-09-30	$121,974,297	1,287,056	+0.2%	Shares	Sole	2025-11-14
2025-06-30	$117,905,587	1,283,955	+0.9%	Shares	Sole	2025-08-14
2025-03-31	$116,983,847	1,272,255	-2.1%	Shares	Sole	2025-05-20
2024-12-31	$107,002,170	1,299,832	+30.2%	Shares	Sole	2025-05-29
2024-09-30	$90,021,643	998,244	-57.1%	Shares	Sole	2024-11-14
2024-06-30	$180,581,098	2,327,976	+840.5%	Shares	Sole	2024-08-15
2024-03-31	$17,757,443	247,525	+1783.3%	Shares	Sole	2024-05-16
2023-12-31	$921,587	13,143	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.