Williams Jones Wealth Management, LLC.

Position in SO — Southern Co

CIK 1788587 New York, NY

Position in SO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$248,463

+$22,896 QoQ

Shares Held

2,596

+11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,882

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Williams Jones Wealth Management, LLC. holds $9,004,269 across 9 Utilities - Regulated Electric names. SO ranks #8 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	34,871	$3,060,627
2	DUK	Duke Energy CORP	13,119	$1,660,603
3	PPL	PPL Corp	36,015	$1,309,145
4	AEP	American Electric Power Co Inc	8,533	$1,167,399
5	DTE	Dte Energy Co	4,873	$742,499
6	XEL	Xcel Energy Inc	3,951	$317,265
7	PEG	Public Service Enterprise Group Inc	3,494	$283,573
8	SO	Southern Co This page	2,596	$248,463

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,463	2,596	+11.1%	Shares	Sole	2026-08-05
2026-03-31	$225,567	2,337	-3.6%	Shares	Sole	2026-05-05
2025-12-31	$211,460	2,425	-12.7%	Shares	Sole	2026-02-13
2025-09-30	$263,271	2,778	0.0%	Shares	Sole	2025-11-14
2025-06-30	$255,103	2,778	-1.8%	Shares	Sole	2025-08-14
2025-03-31	$260,034	2,828	-18.1%	Shares	Sole	2025-05-15
2024-12-31	$284,250	3,453	+22.1%	Shares	Sole	2025-02-14
2024-09-30	$255,029	2,828	-20.7%	Shares	Sole	2024-11-14
2024-06-30	$276,614	3,566	-25.2%	Shares	Sole	2024-08-05
2024-03-31	$341,912	4,766	-1.7%	Shares	Sole	2024-05-07
2023-12-31	$340,082	4,850	+10.2%	Shares	Sole	2024-02-14
2023-09-30	$284,768	4,400	0.0%	Shares	Sole	2023-11-14
2023-06-30	$309,100	4,400	-1.5%	Shares	Sole	2023-08-14
2023-03-31	$310,744	4,466	-9.5%	Shares	Sole	2023-05-15
2022-12-31	$352,408	4,935	+0.3%	Shares	Sole	2023-02-14
2022-09-30	$334,628	4,921	+6.5%	Shares	Sole	2022-11-14
2022-06-30	$329,523	4,621	+0.9%	Shares	Sole	2022-08-15
2022-03-31	$332,240	4,582	-9.8%	Shares	Sole	2022-05-16
2021-12-31	$348,523	5,082	-6.1%	Shares	Sole	2022-02-14
2021-09-30	$335,381	5,412	+5.4%	Shares	Sole	2021-11-15
2021-06-30	$310,597	5,133	-8.4%	Shares	Sole	2021-08-16
2021-03-31	$348,406	5,605	-16.7%	Shares	Sole	2021-05-17
2020-12-31	$413,239	6,727	0.0%	Shares	Sole	2021-02-16
2020-09-30	$364,737	6,727	+7.1%	Shares	Sole	2020-11-13
2020-06-30	$325,566	6,279	-1.1%	Shares	Sole	2020-08-14
2020-03-31	$343,734	6,349	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.