Global Wealth Management Investment Advisory, Inc.

Position in SO — Southern Co

CIK 1767855 FORT LAUDERDALE, FL

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Position in SO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,343,585

-$58,060 QoQ

Shares Held

55,831

-0.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#460

of 2,360 holders

Holding Since

Mar 2020

26 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, 2026

Global Wealth Management Investment Advisory, Inc. holds $22,855,387 across 5 Utilities - Regulated Electric names. SO ranks #3 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	101,280	$6,916,411
2	DUK	Duke Energy CORP	45,638	$5,776,858
3	SO	Southern Co This page	55,831	$5,343,585
4	NEE	Nextera Energy Inc	52,178	$4,579,663
5	AEP	American Electric Power Co Inc	1,746	$238,870

All Filings in SO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,343,585	55,831	-0.2%	Shares	Sole	2026-07-29
2026-03-31	$5,401,645	55,964	+3.7%	Shares	Sole	2026-05-01
2025-12-31	$4,705,399	53,961	+7.0%	Shares	Sole	2026-02-04
2025-09-30	$4,778,019	50,417	+0.2%	Shares	Sole	2025-10-27
2025-06-30	$4,621,436	50,326	-7.7%	Shares	Sole	2025-08-07
2025-03-31	$5,010,907	54,496	+2.3%	Shares	Sole	2025-04-29
2024-12-31	$4,387,162	53,294	+1.9%	Shares	Sole	2025-01-29
2024-09-30	$4,716,323	52,299	-17.3%	Shares	Sole	2024-10-30
2024-06-30	$4,907,466	63,265	+3.4%	Shares	Sole	2024-08-05
2024-03-31	$4,390,990	61,207	+9.1%	Shares	Sole	2024-05-10
2023-12-31	$3,934,082	56,105	-1.1%	Shares	Sole	2024-02-05
2023-09-30	$3,672,795	56,749	+0.6%	Shares	Sole	2023-11-06
2023-06-30	$3,962,943	56,412	+0.4%	Shares	Sole	2023-08-10
2023-03-31	$3,908,586	56,174	+4.5%	Shares	Sole	2023-05-08
2022-12-31	$3,838,644	53,755	+69.4%	Shares	Sole	2023-02-07
2022-09-30	$2,157,572	31,729	+1.6%	Shares	Sole	2022-11-09
2022-06-30	$2,225,941	31,215	-32.9%	Shares	Sole	2022-08-15
2022-03-31	$3,375,558	46,553	+6.2%	Shares	Sole	2022-05-17
2021-12-31	$3,005,449	43,824	+4.4%	Shares	Sole	2022-02-15
2021-09-30	$2,602,120	41,990	+4.5%	Shares	Sole	2021-11-16
2021-06-30	$2,431,533	40,184	+3.4%	Shares	Sole	2021-08-11
2021-03-31	$2,416,345	38,873	+5.2%	Shares	Sole	2021-05-17
2020-12-31	$2,269,899	36,951	+0.4%	Shares	Sole	2021-02-16
2020-09-30	$1,995,241	36,799	+13.4%	Shares	Sole	2020-11-16
2020-06-30	$1,682,636	32,452	-2.0%	Shares	Sole	2020-08-12
2020-03-31	$1,792,034	33,100	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.