Sharp Wealth Advisory, LLC

Position in SO — Southern Co

CIK 1733194 HORSHAM, PA

Position in SO

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

Position Value

$200,033

-$2,659 QoQ

Shares Held

2,090

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#2,054

of 2,360 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sharp Wealth Advisory, LLC holds $1,060,129 across 3 Utilities - Regulated Electric names. SO ranks #3 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	9,516	$649,847
2	DUK	Duke Energy CORP	1,661	$210,249
3	SO	Southern Co This page	2,090	$200,033

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,033	2,090	-0.5%	Shares	Sole	2026-07-24
2026-03-31	$202,692	2,100	—	Shares	Sole	2026-04-27
No filing history on record for this holder in this stock.