ACIMA PRIVATE WEALTH, LLC

Position in SO — Southern Co

CIK 1761961 RICHMOND, VA

Position in SO

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$143,565

-$1,215 QoQ

Shares Held

1,500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,084

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

ACIMA PRIVATE WEALTH, LLC holds $479,217 across 5 Utilities - Regulated Electric names. SO ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	1,224	$167,455
2	SO	Southern Co This page	1,500	$143,565
3	NEE	Nextera Energy Inc	1,592	$139,729
4	D	Dominion Energy, Inc	213	$14,545
5	DUK	Duke Energy CORP	110	$13,923

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,565	1,500	0.0%	Shares	Sole	2026-07-06
2026-03-31	$144,780	1,500	0.0%	Shares	Sole	2026-04-06
2025-12-31	$130,800	1,500	0.0%	Shares	Sole	2026-01-15
2025-09-30	$142,155	1,500	0.0%	Shares	Sole	2025-11-10
2025-06-30	$137,745	1,500	0.0%	Shares	Sole	2025-07-24
2025-03-31	$137,925	1,500	0.0%	Shares	Sole	2025-05-09
2024-12-31	$123,480	1,500	0.0%	Shares	Sole	2025-02-05
2024-09-30	$135,270	1,500	0.0%	Shares	Sole	2024-11-12
2024-06-30	$116,355	1,500	0.0%	Shares	Sole	2024-07-30
2024-03-31	$107,610	1,500	0.0%	Shares	Sole	2024-05-14
2023-12-31	$105,180	1,500	0.0%	Shares	Sole	2024-02-29
2023-09-30	$97,080	1,500	0.0%	Shares	Sole	2024-02-29
2023-06-30	$105,375	1,500	-5.0%	Shares	Sole	2024-02-29
2023-03-31	$109,866	1,579	+5.3%	Shares	Sole	2024-02-29
2022-12-31	$107,115	1,500	0.0%	Shares	Sole	2024-02-29
2022-09-30	$102,000	1,500	0.0%	Shares	Sole	2024-02-29
2022-06-30	$106,965	1,500	0.0%	Shares	Sole	2024-02-29
2022-03-31	$108,765	1,500	0.0%	Shares	Sole	2022-05-02
2021-12-31	$102,870	1,500	0.0%	Shares	Sole	2022-03-10
2021-09-30	$92,955	1,500	0.0%	Shares	Sole	2021-11-09
2021-06-30	$90,765	1,500	0.0%	Shares	Sole	2021-08-13
2021-03-31	$93,240	1,500	0.0%	Shares	Sole	2021-05-14
2020-12-31	$92,145	1,500	0.0%	Shares	Sole	2021-05-14
2020-09-30	$81,330	1,500	0.0%	Shares	Sole	2021-05-14
2020-06-30	$77,775	1,500	0.0%	Shares	Sole	2021-05-14
2020-03-31	$81,210	1,500	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.