Bogart Wealth, LLC

Position in SO — Southern Co

CIK 1715740 MCLEAN, VA

Position in SO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$266,073

+$48,517 QoQ

Shares Held

2,780

+23.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,820

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bogart Wealth, LLC holds $46,189,310 across 30 Utilities - Regulated Electric names. SO ranks #7 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	125,886	$15,934,649
2	DTE	Dte Energy Co	89,506	$13,638,029
3	D	Dominion Energy, Inc	143,813	$9,820,989
4	XEL	Xcel Energy Inc	64,991	$5,218,777
5	AEP	American Electric Power Co Inc	3,167	$433,277
6	PEG	Public Service Enterprise Group Inc	4,112	$333,729
7	SO	Southern Co This page	2,780	$266,073
8	NEE	Nextera Energy Inc	1,861	$163,339

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,073	2,780	+23.3%	Shares	Sole	2026-07-24
2026-03-31	$217,556	2,254	+9.1%	Shares	Sole	2026-04-28
2025-12-31	$180,155	2,066	+6.5%	Shares	Sole	2026-01-30
2025-09-30	$183,759	1,939	+1.1%	Shares	Sole	2025-10-27
2025-06-30	$176,129	1,918	+15.7%	Shares	Sole	2025-07-30
2025-03-31	$152,453	1,658	+6.2%	Shares	Sole	2025-05-02
2024-12-31	$128,501	1,561	+0.8%	Shares	Sole	2025-01-30
2024-09-30	$139,598	1,548	+5.4%	Shares	Sole	2024-10-23
2024-06-30	$113,872	1,468	+0.1%	Shares	Sole	2024-07-31
2024-03-31	$105,170	1,466	+17.7%	Shares	Sole	2024-04-25
2023-12-31	$87,369	1,246	-1.4%	Shares	Sole	2024-02-07
2023-09-30	$81,806	1,264	0.0%	Shares	Sole	2023-10-30
2023-06-30	$88,796	1,264	-7.7%	Shares	Sole	2023-07-31
2023-03-31	$95,255	1,369	-20.1%	Shares	Sole	2023-04-21
2022-12-31	$122,325	1,713	-1.6%	Shares	Sole	2023-02-06
2022-09-30	$118,388	1,741	+9.6%	Shares	Sole	2022-11-03
2022-06-30	$113,311	1,589	0.0%	Shares	Sole	2022-07-22
2022-03-31	$115,218	1,589	0.0%	Shares	Sole	2022-04-22
2021-12-31	$108,973	1,589	0.0%	Shares	Sole	2022-01-19
2021-09-30	$98,470	1,589	0.0%	Shares	Sole	2021-10-15
2021-06-30	$96,150	1,589	0.0%	Shares	Sole	2021-08-06
2021-03-31	$98,772	1,589	0.0%	Shares	Sole	2021-04-16
2020-12-31	$97,612	1,589	0.0%	Shares	Sole	2021-01-14
2020-09-30	$86,155	1,589	-4.5%	Shares	Sole	2020-10-06
2020-06-30	$86,278	1,664	0.0%	Shares	Sole	2020-07-08
2020-03-31	$90,088	1,664	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.