Elmwood Wealth Management, Inc.

Position in SO — Southern Co

CIK 1731927 BERKELEY, CA

Position in SO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$416,338

+$9,989 QoQ

Shares Held

4,350

+3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,521

of 2,360 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Elmwood Wealth Management, Inc. holds $2,151,988 across 4 Utilities - Regulated Electric names. SO ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	17,392	$1,187,699
2	SO	Southern Co This page	4,350	$416,338
3	DUK	Duke Energy CORP	3,238	$409,866
4	KEP	Korea Electric Power Corp	11,412	$138,085

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$416,338	4,350	+3.3%	Shares	Sole	2026-07-08
2026-03-31	$406,349	4,210	+5.2%	Shares	Sole	2026-04-09
2025-12-31	$348,800	4,000	-4.3%	Shares	Sole	2026-01-08
2025-09-30	$396,138	4,180	+4.5%	Shares	Sole	2025-11-06
2025-06-30	$367,320	4,000	0.0%	Shares	Sole	2025-07-28
2025-03-31	$367,800	4,000	0.0%	Shares	Sole	2025-04-28
2024-12-31	$329,280	4,000	0.0%	Shares	Sole	2025-01-13
2024-09-30	$360,720	4,000	0.0%	Shares	Sole	2024-10-11
2024-06-30	$310,280	4,000	-14.8%	Shares	Sole	2024-08-13
2024-03-31	$336,675	4,693	-0.1%	Shares	Sole	2024-05-13
2023-12-31	$329,423	4,698	+0.0%	Shares	Sole	2024-01-30
2023-09-30	$303,925	4,696	+0.1%	Shares	Sole	2023-11-15
2023-06-30	$329,683	4,693	0.0%	Shares	Sole	2023-08-10
2023-03-31	$326,538	4,693	0.0%	Shares	Sole	2023-04-28
2022-12-31	$335,127	4,693	0.0%	Shares	Sole	2023-01-26
2022-09-30	$319,124	4,693	0.0%	Shares	Sole	2022-11-14
2022-06-30	$334,657	4,693	-6.9%	Shares	Sole	2022-07-12
2022-03-31	$365,667	5,043	0.0%	Shares	Sole	2022-05-16
2021-12-31	$345,848	5,043	0.0%	Shares	Sole	2022-02-08
2021-06-30	$305,151	5,043	0.0%	Shares	Sole	2021-08-13
2021-03-31	$313,472	5,043	-0.5%	Shares	Sole	2021-05-13
2020-09-30	$274,786	5,068	0.0%	Shares	Sole	2020-11-12
2020-06-30	$262,775	5,068	+1.4%	Shares	Sole	2020-08-13
2020-03-31	$270,700	5,000	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.