AE Wealth Management LLC

Position in SO — Southern Co

CIK 1697723 TOPEKA, KS

Position in SO

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

Position Value

$6,670,104

+$970,519 QoQ

Shares Held

69,691

+18.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#420

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

AE Wealth Management LLC holds $414,672,322 across 27 Utilities - Regulated Electric names. SO ranks #16 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	371,977	$50,890,137
2	D	Dominion Energy, Inc	472,104	$32,239,945
3	ES	Eversource Energy	443,297	$32,037,042
4	CMS	Cms Energy Corp	400,653	$30,649,933
5	EIX	Edison International	389,463	$28,995,491
6	EXC	Exelon Corp	581,581	$27,113,268
7	WEC	Wec Energy Group, Inc.	230,106	$26,869,439
8	LNT	Alliant Energy Corp	340,356	$25,965,730

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,670,104	69,691	+18.0%	Shares	Other	2026-08-03
2026-03-31	$5,699,585	59,051	-16.1%	Shares	Other	2026-05-13
2025-12-31	$6,133,983	70,344	+1.8%	Shares	Other	2026-01-26
2025-09-30	$6,548,119	69,095	+57.1%	Shares	Other	2025-11-03
2025-06-30	$4,039,223	43,986	+0.4%	Shares	Other	2025-08-06
2025-03-31	$4,027,862	43,805	-8.7%	Shares	Other	2025-05-06
2024-12-31	$3,947,733	47,956	-6.3%	Shares	Other	2025-02-13
2024-09-30	$4,616,578	51,193	-38.2%	Shares	Other	2024-11-14
2024-06-30	$6,426,515	82,848	+49.4%	Shares	Other	2024-08-12
2024-03-31	$3,978,051	55,451	-79.1%	Shares	Other	2024-05-15
2023-12-31	$18,635,441	265,765	-5.3%	Shares	Sole	2024-02-14
2023-09-30	$18,157,778	280,559	+1.3%	Shares	Sole	2023-10-11
2023-06-30	$19,454,473	276,932	-31.0%	Shares	Sole	2023-07-10
2023-03-31	$27,942,840	401,593	+4.5%	Shares	Sole	2023-04-14
2022-12-31	$27,430,294	384,124	+84.9%	Shares	Sole	2023-01-31
2022-09-30	$14,123,940	207,705	+4.7%	Shares	Sole	2022-10-25
2022-06-30	$14,153,180	198,474	+14.0%	Shares	Sole	2022-08-03
2022-03-31	$12,620,438	174,051	+5.4%	Shares	Sole	2022-04-18
2021-12-31	$11,326,261	165,154	+8.6%	Shares	Sole	2022-01-20
2021-09-30	$9,423,715	152,069	-2.7%	Shares	Sole	2021-11-01
2021-06-30	$9,454,687	156,250	+11.8%	Shares	Sole	2021-07-21
2021-03-31	$8,688,600	139,778	+0.3%	Shares	Sole	2021-04-27
2020-12-31	$8,559,226	139,333	+5.4%	Shares	Sole	2021-02-01
2020-09-30	$7,170,649	132,251	-2.4%	Shares	Sole	2020-11-06
2020-06-30	$7,024,793	135,483	+12.5%	Shares	Sole	2020-08-05
2020-03-31	$6,522,462	120,474	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.