BIP Wealth, LLC

Position in SO — Southern Co

CIK 1590214 ATLANTA, GA

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,059,178

+$619,056 QoQ

Shares Held

31,963

+26.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#616

of 2,360 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BIP Wealth, LLC holds $7,656,652 across 9 Utilities - Regulated Electric names. SO ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	31,963	$3,059,178
2	NEE	Nextera Energy Inc	15,296	$1,342,529
3	DUK	Duke Energy CORP	6,858	$868,085
4	AEP	American Electric Power Co Inc	5,683	$777,491
5	ED	Consolidated Edison Inc	4,290	$474,602
6	XEL	Xcel Energy Inc	4,331	$347,779
7	D	Dominion Energy, Inc	4,545	$310,378
8	EXC	Exelon Corp	5,637	$262,796

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,059,178	31,963	+26.4%	Shares	Sole	2026-08-03
2026-03-31	$2,440,122	25,281	-12.7%	Shares	Sole	2026-04-27
2025-12-31	$2,524,352	28,949	+49.7%	Shares	Sole	2026-01-21
2025-09-30	$1,832,566	19,337	+75.6%	Shares	Sole	2025-10-30
2025-06-30	$1,011,048	11,010	-7.9%	Shares	Sole	2025-07-31
2025-03-31	$1,098,802	11,950	+2.0%	Shares	Sole	2025-05-02
2024-12-31	$964,790	11,720	+14.4%	Shares	Sole	2025-02-14
2024-09-30	$924,164	10,248	+24.4%	Shares	Sole	2024-11-07
2024-06-30	$638,866	8,236	-24.8%	Shares	Sole	2024-08-08
2024-03-31	$785,553	10,950	+6.7%	Shares	Sole	2024-05-08
2023-12-31	$719,290	10,258	+27.1%	Shares	Sole	2024-02-02
2023-09-30	$522,484	8,073	-20.1%	Shares	Sole	2023-11-09
2023-06-30	$709,384	10,098	-6.1%	Shares	Sole	2023-07-27
2023-03-31	$748,540	10,758	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.