King Wealth Management Group

Position in SO — Southern Co

CIK 1568235 SARATOGA SPRINGS, NY

Position in SO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$355,849

+$4,227 QoQ

Shares Held

3,718

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,610

of 2,359 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

King Wealth Management Group holds $1,672,674 across 4 Utilities - Regulated Electric names. SO ranks #4 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	3,426	$468,711
2	DUK	Duke Energy CORP	3,512	$444,548
3	NEE	Nextera Energy Inc	4,598	$403,566
4	SO	Southern Co This page	3,718	$355,849

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,849	3,718	+2.1%	Shares	Sole	2026-08-05
2026-03-31	$351,622	3,643	0.0%	Shares	Sole	2026-05-04
2025-12-31	$317,669	3,643	-3.7%	Shares	Sole	2026-02-09
2025-09-30	$358,514	3,783	0.0%	Shares	Sole	2025-11-07
2025-06-30	$347,392	3,783	0.0%	Shares	Sole	2025-08-08
2025-03-31	$347,846	3,783	+4.0%	Shares	Sole	2025-05-08
2024-12-31	$299,397	3,637	+1.5%	Shares	Sole	2025-02-10
2024-09-30	$323,114	3,583	-3.4%	Shares	Sole	2024-11-06
2024-06-30	$287,707	3,709	0.0%	Shares	Sole	2024-08-08
2024-03-31	$266,083	3,709	0.0%	Shares	Sole	2024-05-09
2023-12-31	$260,075	3,709	+0.1%	Shares	Sole	2024-02-08
2023-09-30	$239,852	3,706	-0.1%	Shares	Sole	2023-11-09
2023-06-30	$260,557	3,709	0.0%	Shares	Sole	2023-08-10
2023-03-31	$258,072	3,709	0.0%	Shares	Sole	2023-05-10
2022-12-31	$264,859	3,709	0.0%	Shares	Sole	2023-02-09
2022-09-30	$252,212	3,709	-11.9%	Shares	Sole	2022-11-10
2022-06-30	$300,143	4,209	0.0%	Shares	Sole	2022-08-11
2022-03-31	$305,194	4,209	+31.2%	Shares	Sole	2022-05-12
2021-12-31	$220,073	3,209	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.