Gerber Kawasaki Wealth & Investment Management

Position in SO — Southern Co

CIK 1666736 SANTA MONICA, CA

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Position in SO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$220,420

+$10,779 QoQ

Shares Held

2,303

+6.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,973

of 2,360 holders

Holding Since

Sep 2021

3 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, 2026

Gerber Kawasaki Wealth & Investment Management holds $3,188,654 across 3 Utilities - Regulated Electric names. SO ranks #3 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	30,529	$2,679,530
2	AEE	Ameren Corp	2,554	$288,704
3	SO	Southern Co This page	2,303	$220,420

All Filings in SO

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,420	2,303	+6.0%	Shares	Sole	2026-08-07
2026-03-31	$209,641	2,172	+47.9%	Shares	Sole	2026-05-07
2021-09-30	$91,033	1,469	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.