Xcel Wealth Management, LLC

Position in SO — Southern Co

CIK 1791002 Holly Hill, FL

Position in SO

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

Position Value

$1,040,559

-$26,276 QoQ

Shares Held

10,872

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#995

of 2,359 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $8,516,698 across 5 Utilities - Regulated Electric names. SO ranks #2 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	66,724	$5,856,365
2	SO	Southern Co This page	10,872	$1,040,559
3	PPL	PPL Corp	21,866	$794,829
4	D	Dominion Energy, Inc	6,397	$436,851
5	DUK	Duke Energy CORP	3,066	$388,094

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,040,559	10,872	-1.6%	Shares	Sole	2026-07-24
2026-03-31	$1,066,835	11,053	+8.3%	Shares	Sole	2026-04-21
2025-12-31	$889,963	10,206	+6.4%	Shares	Sole	2026-01-26
2025-09-30	$909,128	9,593	+3.8%	Shares	Sole	2025-10-29
2025-06-30	$849,060	9,246	+4.9%	Shares	Sole	2025-07-15
2025-03-31	$810,263	8,812	+0.4%	Shares	Sole	2025-04-28
2024-12-31	$722,440	8,776	+1.7%	Shares	Sole	2025-02-05
2024-09-30	$778,163	8,629	-9.0%	Shares	Sole	2024-10-21
2024-06-30	$735,208	9,478	+3.2%	Shares	Sole	2024-07-23
2024-03-31	$658,644	9,181	+29.9%	Shares	Sole	2024-04-22
2023-12-31	$495,608	7,068	+1.2%	Shares	Sole	2024-01-29
2023-09-30	$451,939	6,983	-4.8%	Shares	Sole	2023-10-17
2023-06-30	$515,283	7,335	+6.3%	Shares	Sole	2023-07-26
2023-03-31	$480,241	6,902	+10.0%	Shares	Sole	2023-04-26
2022-12-31	$448,240	6,277	+5.9%	Shares	Sole	2023-02-15
2022-09-30	$403,036	5,927	-2.9%	Shares	Sole	2022-10-20
2022-06-30	$435,133	6,102	+3.0%	Shares	Sole	2022-07-26
2022-03-31	$429,549	5,924	+2.6%	Shares	Sole	2022-04-29
2021-12-31	$395,980	5,774	+4.6%	Shares	Sole	2022-02-03
2021-09-30	$342,136	5,521	+9.8%	Shares	Sole	2021-10-21
2021-06-30	$304,365	5,030	+0.7%	Shares	Sole	2021-07-15
2021-03-31	$310,551	4,996	+10.7%	Shares	Sole	2021-04-15
2020-12-31	$277,172	4,512	+0.3%	Shares	Sole	2021-01-13
2020-09-30	$243,935	4,499	+13.9%	Shares	Sole	2020-10-27
2020-06-30	$204,859	3,951	+1.8%	Shares	Sole	2020-07-10
2020-03-31	$210,063	3,880	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.