Wealth Alliance Advisory Group, LLC

Position in SO — Southern Co

CIK 1735734 Wichita, KS

Position in SO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$641,065

-$4,943 QoQ

Shares Held

6,698

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,261

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Wealth Alliance Advisory Group, LLC holds $1,529,551 across 4 Utilities - Regulated Electric names. SO ranks #1 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	6,698	$641,065
2	ED	Consolidated Edison Inc	3,468	$383,664
3	EVRG	Evergy, Inc.	3,097	$267,673
4	PEG	Public Service Enterprise Group Inc	2,922	$237,149

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$641,065	6,698	+0.1%	Shares	Sole	2026-07-23
2026-03-31	$646,008	6,693	0.0%	Shares	Sole	2026-04-09
2025-12-31	$583,629	6,693	-2.8%	Shares	Sole	2026-01-29
2025-09-30	$652,396	6,884	0.0%	Shares	Sole	2025-10-14
2025-06-30	$632,157	6,884	0.0%	Shares	Sole	2025-07-07
2025-03-31	$632,983	6,884	0.0%	Shares	Sole	2025-04-10
2024-12-31	$566,690	6,884	0.0%	Shares	Sole	2025-01-15
2024-09-30	$620,799	6,884	0.0%	Shares	Sole	2024-10-18
2024-06-30	$533,991	6,884	0.0%	Shares	Sole	2024-07-30
2024-03-31	$493,858	6,884	0.0%	Shares	Sole	2024-04-15
2023-12-31	$482,706	6,884	0.0%	Shares	Sole	2024-01-10
2023-09-30	$445,532	6,884	0.0%	Shares	Sole	2023-10-10
2023-06-30	$483,601	6,884	-0.4%	Shares	Sole	2023-07-13
2023-03-31	$480,867	6,911	0.0%	Shares	Defined	2023-05-02
2022-12-31	$493,514	6,911	-0.2%	Shares	Sole	2023-01-17
2022-09-30	$470,696	6,922	-1.4%	Shares	Sole	2022-10-12
2022-06-30	$500,738	7,022	-0.3%	Shares	Sole	2022-07-08
2022-03-31	$510,615	7,042	0.0%	Shares	Sole	2022-04-18
2021-12-31	$482,940	7,042	0.0%	Shares	Sole	2022-01-13
2021-09-30	$436,392	7,042	+0.4%	Shares	Sole	2021-10-08
2021-06-30	$424,598	7,017	0.0%	Shares	Sole	2021-07-13
2021-03-31	$436,176	7,017	-4.3%	Shares	Sole	2021-04-28
2020-12-31	$450,404	7,332	+0.3%	Shares	Sole	2021-01-25
2020-09-30	$396,293	7,309	-2.1%	Shares	Sole	2020-10-08
2020-06-30	$387,267	7,469	+1.8%	Shares	Sole	2020-07-08
2020-03-31	$397,387	7,340	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.