MBE Wealth Management, LLC

Position in SO — Southern Co

CIK 1775850 TOMAH, WI

Position in SO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$336,133

-$18,481 QoQ

Shares Held

3,512

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#1,643

of 2,360 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MBE Wealth Management, LLC holds $2,491,930 across 6 Utilities - Regulated Electric names. SO ranks #4 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MGEE	Mge Energy Inc	9,918	$808,713
2	LNT	Alliant Energy Corp	5,666	$432,259
3	NEE	Nextera Energy Inc	4,267	$374,514
4	SO	Southern Co This page	3,512	$336,133
5	WEC	Wec Energy Group, Inc.	2,793	$326,138
6	DUK	Duke Energy CORP	1,692	$214,173

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,133	3,512	-4.4%	Shares	Sole	2026-07-24
2026-03-31	$354,614	3,674	+11.9%	Shares	Sole	2026-04-21
2025-12-31	$286,190	3,282	+0.1%	Shares	Sole	2026-01-21
2025-09-30	$310,845	3,280	+15.9%	Shares	Sole	2025-10-28
2025-06-30	$259,787	2,829	+0.1%	Shares	Sole	2025-07-16
2025-03-31	$259,942	2,827	+4.4%	Shares	Sole	2025-04-22
2024-12-31	$223,004	2,709	+0.1%	Shares	Sole	2025-01-22
2024-09-30	$244,117	2,707	+0.0%	Shares	Sole	2024-10-21
2024-06-30	$209,904	2,706	-33.8%	Shares	Sole	2024-07-22
2023-09-30	$264,704	4,090	+347.0%	Shares	Sole	2023-10-16
2020-03-31	$49,538	915	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.