Element Wealth, LLC

Position in SO — Southern Co

CIK 1802743 RIDGELAND, MS

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$738,689

-$10,209 QoQ

Shares Held

7,718

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#1,189

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Element Wealth, LLC holds $1,772,007 across 4 Utilities - Regulated Electric names. SO ranks #1 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	7,718	$738,689
2	ETR	Entergy Corp /De/	3,671	$421,651
3	PEG	Public Service Enterprise Group Inc	4,472	$362,947
4	AEP	American Electric Power Co Inc	1,818	$248,720

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$738,689	7,718	-0.5%	Shares	Sole	2026-08-14
2026-03-31	$748,898	7,759	+0.8%	Shares	Sole	2026-05-04
2025-12-31	$671,091	7,696	+0.4%	Shares	Sole	2026-02-13
2025-09-30	$726,791	7,669	+5.8%	Shares	Sole	2025-10-29
2025-06-30	$665,675	7,249	-8.8%	Shares	Sole	2025-07-23
2025-03-31	$731,186	7,952	-4.4%	Shares	Sole	2025-04-29
2024-12-31	$684,655	8,317	-2.0%	Shares	Sole	2025-02-03
2024-09-30	$765,177	8,485	+4.2%	Shares	Sole	2024-10-23
2024-06-30	$631,419	8,140	+8.0%	Shares	Sole	2024-08-08
2024-03-31	$540,847	7,539	-4.0%	Shares	Sole	2024-05-09
2023-12-31	$550,582	7,852	+0.2%	Shares	Sole	2024-02-01
2023-09-30	$507,016	7,834	+0.5%	Shares	Sole	2023-11-08
2023-06-30	$547,739	7,797	+8.1%	Shares	Sole	2023-08-07
2023-03-31	$502,019	7,215	-4.7%	Shares	Sole	2023-05-03
2022-12-31	$540,645	7,571	-2.3%	Shares	Sole	2023-01-17
2022-09-30	$526,728	7,746	+0.5%	Shares	Sole	2022-11-08
2022-06-30	$549,586	7,707	+0.3%	Shares	Sole	2022-07-22
2022-03-31	$557,094	7,683	-10.7%	Shares	Sole	2022-04-28
2021-12-31	$589,788	8,600	+0.5%	Shares	Sole	2022-02-03
2021-09-30	$530,215	8,556	+0.3%	Shares	Sole	2021-11-01
2021-06-30	$515,968	8,527	+1.4%	Shares	Sole	2021-08-02
2021-03-31	$522,889	8,412	+3.4%	Shares	Sole	2021-05-05
2020-12-31	$499,548	8,132	+0.5%	Shares	Sole	2021-02-05
2020-09-30	$438,694	8,091	+10.1%	Shares	Sole	2020-11-06
2020-06-30	$380,890	7,346	-8.0%	Shares	Sole	2020-08-06
2020-03-31	$432,362	7,986	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.