Secure Asset Management, LLC

Position in SO — Southern Co

CIK 1800692 Troy, MI

Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$273,730

-$161,092 QoQ

Shares Held

2,860

-36.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,796

of 2,360 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Secure Asset Management, LLC holds $4,649,471 across 6 Utilities - Regulated Electric names. SO ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	31,185	$2,321,723
2	AEP	American Electric Power Co Inc	6,597	$902,535
3	DTE	Dte Energy Co	3,262	$497,030
4	DUK	Duke Energy CORP	3,414	$432,144
5	SO	Southern Co This page	2,860	$273,730
6	CMS	Cms Energy Corp	2,906	$222,309

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,730	2,860	-36.5%	Shares	Sole	2026-07-15
2026-03-31	$434,822	4,505	-53.3%	Shares	Sole	2026-04-09
2025-12-31	$841,044	9,645	+1.4%	Shares	Sole	2026-01-20
2025-09-30	$901,736	9,515	-0.5%	Shares	Sole	2025-10-09
2025-06-30	$878,170	9,563	-2.1%	Shares	Sole	2025-07-10
2025-03-31	$897,983	9,766	-1.2%	Shares	Sole	2025-04-10
2024-12-31	$813,321	9,880	+5.2%	Shares	Sole	2025-01-17
2024-09-30	$847,331	9,396	-10.8%	Shares	Sole	2024-10-16
2024-06-30	$817,044	10,533	+143.9%	Shares	Sole	2024-07-24
2024-03-31	$309,773	4,318	-0.7%	Shares	Sole	2024-04-30
2023-12-31	$304,811	4,347	+0.6%	Shares	Sole	2024-01-22
2023-09-30	$279,590	4,320	+42.9%	Shares	Sole	2023-10-18
2023-06-30	$212,365	3,023	+1.6%	Shares	Sole	2023-07-13
2023-03-31	$207,000	2,975	-0.7%	Shares	Sole	2023-04-13
2022-12-31	$213,872	2,995	-3.4%	Shares	Sole	2023-01-20
2022-09-30	$210,868	3,101	-4.8%	Shares	Sole	2022-10-12
2022-06-30	$232,185	3,256	+0.3%	Shares	Sole	2022-07-20
2022-03-31	$235,294	3,245	-1.8%	Shares	Sole	2022-04-19
2021-12-31	$226,519	3,303	+0.4%	Shares	Sole	2022-01-24
2021-09-30	$203,881	3,290	-3.1%	Shares	Sole	2021-10-28
2021-06-30	$205,552	3,397	-2.9%	Shares	Sole	2021-07-16
2020-12-31	$214,943	3,499	-39.9%	Shares	Sole	2021-02-08
2020-09-30	$315,560	5,820	-31.4%	Shares	Sole	2020-10-20
2020-06-30	$439,895	8,484	+113.5%	Shares	Sole	2020-07-14
2020-03-31	$215,098	3,973	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.