Pinnacle Wealth Management Advisory Group, LLC
Position in SO — Southern Co
CIK 1631864
RED BANK, NJ
Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,475,612
+$112,180 QoQ
Shares Held
36,314
+4.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#563
of 2,360 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $11,696,474 across 14 Utilities - Regulated Electric names. SO ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
36,314 | $3,475,612 | |
| 2 | NEE |
Nextera Energy Inc
|
24,887 | $2,184,331 | |
| 3 | EIX |
Edison International
|
10,459 | $778,672 | |
| 4 | D |
Dominion Energy, Inc
|
11,348 | $774,954 | |
| 5 | PCG |
PG&E Corp
|
42,165 | $709,215 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
7,492 | $608,050 | |
| 7 | DUK |
Duke Energy CORP
|
4,788 | $606,065 | |
| 8 | ED |
Consolidated Edison Inc
|
4,461 | $493,520 |
All Filings in SO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,475,612 | 36,314 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,363,432 | 34,847 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,986,512 | 34,249 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,165,223 | 33,399 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,835,067 | 30,873 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,888,057 | 31,409 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,491,826 | 30,270 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,701,522 | 29,957 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,327,332 | 30,003 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,121,710 | 29,575 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,066,716 | 29,474 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,927,038 | 29,775 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,159,063 | 30,734 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $385,821 | 5,545 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $328,343 | 4,598 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $274,992 | 4,044 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $236,463 | 3,316 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||