Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,272,560
+$691,027 QoQ
Shares Held
13,296
+120.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.46%
of 13F equity value
Holder Rank
#909
of 2,360 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wiser Wealth Management, Inc holds $1,272,560 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
13,296 | $1,272,560 |
All Filings in SO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,272,560 | 13,296 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $581,533 | 6,025 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $524,072 | 6,010 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $558,858 | 5,897 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $539,593 | 5,876 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,216,682 | 13,232 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,092,798 | 13,275 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,183,432 | 13,123 | Shares | Sole | 2024-10-03 | |
| 2023-09-30 | $232,150 | 3,587 | Shares | Sole | 2023-10-19 | |
| 2021-06-30 | $300,734 | 4,970 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $334,234 | 5,377 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $330,309 | 5,377 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||