Composition Wealth, LLC

Position in SO — Southern Co

CIK 1585859 LOS ANGELES, CA

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,094,996

-$17,247 QoQ

Shares Held

21,889

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#738

of 2,360 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Composition Wealth, LLC holds $10,231,752 across 20 Utilities - Regulated Electric names. SO ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	29,902	$2,624,498
2	SO	Southern Co This page	21,889	$2,094,996
3	AEP	American Electric Power Co Inc	5,881	$804,579
4	D	Dominion Energy, Inc	7,995	$545,978
5	EVRG	Evergy, Inc.	5,751	$497,058
6	DUK	Duke Energy CORP	3,885	$491,763
7	ED	Consolidated Edison Inc	3,411	$377,358
8	EXC	Exelon Corp	6,419	$299,253

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,094,996	21,889	+0.0%	Shares	Sole	2026-07-22
2026-03-31	$2,112,243	21,884	+11.5%	Shares	Sole	2026-04-08
2025-12-31	$1,711,648	19,629	-1.1%	Shares	Sole	2026-02-02
2025-09-30	$1,881,563	19,854	+29.8%	Shares	Sole	2025-10-20
2025-06-30	$1,404,999	15,300	-3.9%	Shares	Sole	2025-07-22
2025-03-31	$1,464,579	15,928	+0.7%	Shares	Sole	2025-04-14
2024-12-31	$1,302,137	15,818	+6.4%	Shares	Sole	2025-01-13
2024-09-30	$1,340,615	14,866	+0.7%	Shares	Sole	2024-10-07
2024-06-30	$1,145,398	14,766	-0.7%	Shares	Sole	2024-07-18
2024-03-31	$1,066,845	14,871	+309.9%	Shares	Sole	2024-04-18
2023-12-31	$254,395	3,628	-1.1%	Shares	Sole	2024-01-22
2023-09-30	$237,392	3,668	-2.6%	Shares	Sole	2023-10-25
2023-06-30	$264,631	3,767	+0.5%	Shares	Sole	2023-07-13
2023-03-31	$260,785	3,748	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.