Landmark Wealth Management, LLC

Position in SO — Southern Co

CIK 1728778 MELVILLE, NY

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$660,494

+$84,077 QoQ

Shares Held

6,901

+15.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,241

of 2,359 holders

Holding Since

Mar 2022

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Landmark Wealth Management, LLC holds $1,604,457 across 4 Utilities - Regulated Electric names. SO ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	6,901	$660,494
2	ED	Consolidated Edison Inc	3,808	$421,279
3	DUK	Duke Energy CORP	2,468	$312,399
4	PEG	Public Service Enterprise Group Inc	2,591	$210,285

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$660,494	6,901	+15.6%	Shares	Sole	2026-08-10
2026-03-31	$576,417	5,972	+73.2%	Shares	Sole	2026-04-29
2022-03-31	$250,014	3,448	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.