Biltmore Wealth Management, LLC

Position in SO — Southern Co

CIK 1598102 TEMPE, AZ

Position in SO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$306,750

-$2,403 QoQ

Shares Held

3,205

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#1,706

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Biltmore Wealth Management, LLC holds $555,536 across 2 Utilities - Regulated Electric names. SO ranks #1 (55.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co This page	3,205	$306,750
2	ETR	Entergy Corp /De/	2,166	$248,786

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$306,750	3,205	+0.1%	Shares	Sole	2026-07-21
2026-03-31	$309,153	3,203	+0.1%	Shares	Sole	2026-04-22
2025-12-31	$279,127	3,201	+0.1%	Shares	Sole	2026-01-16
2025-09-30	$303,074	3,198	+0.1%	Shares	Sole	2025-10-22
2025-06-30	$293,488	3,196	+0.1%	Shares	Sole	2025-07-09
2025-03-31	$293,688	3,194	+0.1%	Shares	Sole	2025-04-17
2024-12-31	$262,683	3,191	+0.1%	Shares	Sole	2025-01-14
2024-09-30	$287,584	3,189	+0.1%	Shares	Sole	2024-10-04
2024-06-30	$247,215	3,187	+0.2%	Shares	Sole	2024-07-12
2024-03-31	$228,276	3,182	0.0%	Shares	Sole	2024-05-06
2023-12-31	$223,121	3,182	+0.1%	Shares	Sole	2024-01-25
2023-09-30	$205,744	3,179	+0.1%	Shares	Sole	2023-10-11
2023-06-30	$223,114	3,176	+0.1%	Shares	Sole	2023-07-12
2023-03-31	$220,846	3,174	+0.1%	Shares	Sole	2023-04-14
2022-12-31	$226,441	3,171	+0.1%	Shares	Sole	2023-02-21
2022-09-30	$215,492	3,169	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$225,838	3,167	+0.1%	Shares	Sole	2022-08-05
2022-03-31	$229,421	3,164	+0.1%	Shares	Sole	2022-05-06
2021-12-31	$216,849	3,162	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.