Ascent Wealth Partners, LLC

Position in SO — Southern Co

CIK 1546865 NEW HARTFORD, NY

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,479,846

+$39,531 QoQ

Shares Held

25,910

+2.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#682

of 2,356 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ascent Wealth Partners, LLC holds $15,091,978 across 5 Utilities - Regulated Electric names. SO ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPL	PPL Corp	207,026	$7,525,395
2	SO	Southern Co This page	25,910	$2,479,846
3	D	Dominion Energy, Inc	32,162	$2,196,342
4	LNT	Alliant Energy Corp	26,916	$2,053,421
5	NEE	Nextera Energy Inc	9,536	$836,974

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,479,846	25,910	+2.5%	Shares	Sole	2026-07-31
2026-03-31	$2,440,315	25,283	+1.2%	Shares	Sole	2026-05-06
2025-12-31	$2,177,558	24,972	+0.1%	Shares	Sole	2026-02-02
2025-09-30	$2,364,321	24,948	-1.5%	Shares	Sole	2025-10-21
2025-06-30	$2,325,319	25,322	+0.6%	Shares	Sole	2025-08-12
2025-03-31	$2,315,576	25,183	-0.0%	Shares	Sole	2025-05-02
2024-12-31	$2,073,887	25,193	+1.2%	Shares	Sole	2025-02-04
2024-09-30	$2,244,490	24,889	-0.2%	Shares	Sole	2024-10-31
2024-06-30	$1,935,061	24,946	-0.9%	Shares	Sole	2024-07-31
2024-03-31	$1,806,197	25,177	+1.2%	Shares	Sole	2024-05-01
2023-12-31	$1,743,884	24,870	+0.5%	Shares	Sole	2024-01-22
2023-09-30	$1,601,820	24,750	+6.0%	Shares	Sole	2023-10-20
2023-06-30	$1,640,829	23,357	+5.3%	Shares	Sole	2023-08-04
2023-03-31	$1,542,797	22,173	+3.6%	Shares	Sole	2023-04-25
2022-12-31	$1,528,816	21,409	+6.5%	Shares	Sole	2023-02-02
2022-09-30	$1,366,732	20,099	+2.2%	Shares	Sole	2022-11-14
2022-06-30	$1,401,740	19,657	+44.3%	Shares	Sole	2022-08-10
2022-03-31	$988,093	13,627	+8.9%	Shares	Sole	2022-05-02
2021-12-31	$857,935	12,510	+12.7%	Shares	Sole	2022-01-27
2021-09-30	$687,867	11,100	+36.1%	Shares	Sole	2021-11-01
2021-06-30	$493,398	8,154	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.