Facet Wealth, Inc.

Position in SO — Southern Co

CIK 1748271 WEST PALM BEACH, FL

Position in SO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$885,221

+$595,565 QoQ

Shares Held

9,249

+208.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,077

of 2,354 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Facet Wealth, Inc. holds $2,594,803 across 4 Utilities - Regulated Electric names. SO ranks #2 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	11,230	$985,657
2	SO	Southern Co This page	9,249	$885,221
3	DUK	Duke Energy CORP	3,297	$417,334
4	AEP	American Electric Power Co Inc	2,241	$306,591

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$885,221	9,249	+208.2%	Shares	Sole	2026-07-27
2026-03-31	$289,656	3,001	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.