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KILEY JUERGENS WEALTH MANAGEMENT, LLC

Position in SO — Southern Co

CIK 1723223 OLYMPIA, WA

Position in SO

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$201,340
New position
Shares Held
2,086
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $3,295,444 across 4 Utilities - Regulated Electric names.

# Ticker Company Shares Value (USD) Open

All Filings in SO

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $201,340 2,086