PFG Private Wealth Management, LLC

Position in SO — Southern Co

CIK 1799957 LUTZ, FL

Position in SO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$372,790

+$16,053 QoQ

Shares Held

3,895

+5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

#1,586

of 2,360 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PFG Private Wealth Management, LLC holds $372,790 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co This page	3,895	$372,790

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,790	3,895	+5.4%	Shares	Sole	2026-07-23
2026-03-31	$356,737	3,696	+38.0%	Shares	Sole	2026-05-15
2025-12-31	$233,608	2,679	+39.4%	Shares	Sole	2026-01-15
2025-03-31	$176,727	1,922	-0.5%	Shares	Sole	2025-05-13
2024-12-31	$159,042	1,932	+1.6%	Shares	Sole	2025-02-06
2024-09-30	$171,432	1,901	-1.7%	Shares	Sole	2024-11-05
2024-06-30	$150,020	1,934	+0.1%	Shares	Sole	2024-07-15
2024-03-31	$138,673	1,933	+4614.6%	Shares	Sole	2024-04-23
2023-12-31	$2,874	41	-54.4%	Shares	Sole	2024-01-22
2023-09-30	$5,824	90	-67.0%	Shares	Sole	2023-10-24
2023-06-30	$19,178	273	+85.7%	Shares	Sole	2023-07-17
2023-03-31	$10,228	147	+113.0%	Shares	Sole	2023-05-01
2022-12-31	$4,927	69	0.0%	Shares	Sole	2023-01-19
2022-09-30	$4,692	69	0.0%	Shares	Sole	2022-11-04
2022-06-30	$4,920	69	+64.3%	Shares	Sole	2022-07-19
2022-03-31	$3,045	42	0.0%	Shares	Sole	2022-04-25
2021-12-31	$2,880	42	0.0%	Shares	Sole	2022-01-27
2021-09-30	$2,602	42	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.