BCS Wealth Management

Position in SO — Southern Co

CIK 1798172 JOHNSON CITY, TN

Position in SO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$672,841

-$13,416 QoQ

Shares Held

7,030

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#1,236

of 2,360 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BCS Wealth Management holds $3,035,690 across 4 Utilities - Regulated Electric names. SO ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	7,260	$918,970
2	NEE	Nextera Energy Inc	10,314	$905,259
3	SO	Southern Co This page	7,030	$672,841
4	AEP	American Electric Power Co Inc	3,937	$538,620

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$672,841	7,030	-1.1%	Shares	Sole	2026-07-16
2026-03-31	$686,257	7,110	-50.1%	Shares	Sole	2026-04-17
2025-12-31	$1,241,553	14,238	+221.4%	Shares	Sole	2026-01-26
2025-09-30	$419,831	4,430	-3.1%	Shares	Sole	2025-10-22
2025-06-30	$419,846	4,572	+3.7%	Shares	Sole	2025-07-15
2022-06-30	$314,263	4,407	-5.6%	Shares	Sole	2022-07-29
2022-03-31	$338,549	4,669	-44.3%	Shares	Sole	2022-04-28
2021-12-31	$574,494	8,377	+94.5%	Shares	Sole	2022-01-18
2021-09-30	$266,966	4,308	0.0%	Shares	Sole	2021-10-25
2021-06-30	$260,677	4,308	0.0%	Shares	Sole	2021-07-21
2021-03-31	$267,785	4,308	0.0%	Shares	Sole	2021-04-28
2020-12-31	$264,640	4,308	0.0%	Shares	Sole	2021-01-21
2020-09-30	$233,579	4,308	0.0%	Shares	Sole	2020-10-23
2020-06-30	$223,369	4,308	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.