Graves Light Lenhart Wealth, Inc.

Position in SO — Southern Co

CIK 1759803 HARRISONBURG, VA

Position in SO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$810,663

-$5,799 QoQ

Shares Held

8,470

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,137

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Graves Light Lenhart Wealth, Inc. holds $5,850,063 across 5 Utilities - Regulated Electric names. SO ranks #4 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	17,181	$2,174,770
2	D	Dominion Energy, Inc	25,108	$1,714,625
3	AEP	American Electric Power Co Inc	6,870	$939,884
4	SO	Southern Co This page	8,470	$810,663
5	NEE	Nextera Energy Inc	2,394	$210,121

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$810,663	8,470	+0.1%	Shares	Sole	2026-07-07
2026-03-31	$816,462	8,459	+0.1%	Shares	Sole	2026-04-08
2025-12-31	$736,752	8,449	+0.1%	Shares	Sole	2026-01-09
2025-09-30	$799,669	8,438	+0.0%	Shares	Sole	2025-10-07
2025-06-30	$774,677	8,436	-10.4%	Shares	Sole	2025-07-09
2025-03-31	$865,433	9,412	+0.1%	Shares	Sole	2025-04-09
2024-12-31	$773,972	9,402	0.0%	Shares	Sole	2025-01-14
2024-09-30	$847,872	9,402	-5.3%	Shares	Sole	2024-11-14
2024-06-30	$770,192	9,929	0.0%	Shares	Sole	2024-08-14
2024-03-31	$712,306	9,929	+0.0%	Shares	Sole	2024-05-13
2023-12-31	$696,151	9,928	0.0%	Shares	Sole	2024-05-13
2023-09-30	$642,540	9,928	-5.7%	Shares	Sole	2023-11-13
2023-06-30	$739,521	10,527	+5.1%	Shares	Sole	2023-08-14
2023-03-31	$696,843	10,015	+0.0%	Shares	Sole	2023-05-15
2022-12-31	$715,099	10,014	+0.0%	Shares	Sole	2023-02-14
2022-09-30	$680,884	10,013	-1.4%	Shares	Sole	2022-11-14
2022-06-30	$724,366	10,158	+0.0%	Shares	Sole	2022-08-15
2022-03-31	$736,484	10,157	0.0%	Shares	Sole	2022-05-13
2021-12-31	$696,567	10,157	+0.0%	Shares	Sole	2022-02-14
2021-09-30	$629,367	10,156	-0.3%	Shares	Sole	2021-11-15
2021-06-30	$616,415	10,187	+0.0%	Shares	Sole	2021-07-12
2021-03-31	$633,161	10,186	-12.7%	Shares	Sole	2021-04-09
2020-12-31	$716,642	11,666	-17.3%	Shares	Sole	2021-02-04
2020-09-30	$764,718	14,104	-7.5%	Shares	Sole	2020-11-10
2020-06-30	$790,919	15,254	-13.2%	Shares	Sole	2020-07-31
2020-03-31	$951,348	17,572	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.