Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,810,067
+$257,447 QoQ
Shares Held
18,912
+17.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#794
of 2,360 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pacific Wealth Strategies Group, Inc. holds $1,810,067 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
18,912 | $1,810,067 |
All Filings in SO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,810,067 | 18,912 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,552,620 | 16,086 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,460,512 | 16,749 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,620,282 | 17,097 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,607,116 | 17,501 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,803,415 | 19,613 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,575,028 | 19,133 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,649,121 | 18,287 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,360,888 | 17,544 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,216,279 | 16,954 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,121,990 | 16,001 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,055,324 | 16,306 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $653,395 | 9,301 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $591,499 | 8,501 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $366,119 | 5,127 | Shares | Sole | 2023-01-11 | |
| 2022-03-31 | $370,236 | 5,106 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $704,179 | 10,268 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $599,435 | 9,673 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $569,822 | 9,417 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $591,638 | 9,518 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $662,645 | 10,787 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $651,019 | 12,007 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $726,418 | 14,010 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $513,896 | 9,492 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||