EPG Wealth Management LLC

Position in SO — Southern Co

CIK 1803058 ATLANTA, GA

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,428,950

-$95,583 QoQ

Shares Held

14,930

-5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#869

of 2,360 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

EPG Wealth Management LLC holds $3,505,075 across 3 Utilities - Regulated Electric names. SO ranks #1 (40.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	14,930	$1,428,950
2	DUK	Duke Energy CORP	9,041	$1,144,409
3	PEG	Public Service Enterprise Group Inc	11,480	$931,716

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,428,950	14,930	-5.5%	Shares	Sole	2026-07-28
2026-03-31	$1,524,533	15,795	+0.9%	Shares	Sole	2026-05-07
2025-12-31	$1,364,854	15,652	-3.8%	Shares	Sole	2026-01-28
2025-09-30	$1,542,192	16,273	+2.2%	Shares	Sole	2025-11-03
2025-06-30	$1,461,933	15,920	-8.0%	Shares	Sole	2025-08-05
2025-03-31	$1,591,745	17,311	+2.1%	Shares	Sole	2025-05-13
2024-12-31	$1,395,076	16,947	-1.1%	Shares	Sole	2025-02-14
2024-09-30	$1,544,692	17,129	—	Shares	Sole	2024-11-13
2024-06-30	$784,243	0	-100.0%	Shares	Sole	2024-08-13
2024-03-31	$736,985	10,273	+0.2%	Shares	Sole	2024-05-14
2023-12-31	$718,659	10,249	+0.0%	Shares	Sole	2024-02-15
2023-09-30	$663,056	10,245	+0.3%	Shares	Sole	2023-11-13
2023-06-30	$717,674	10,216	+0.2%	Shares	Sole	2023-08-15
2023-03-31	$709,298	10,194	+3.8%	Shares	Sole	2023-05-15
2022-12-31	$701,246	9,820	+0.2%	Shares	Sole	2023-02-15
2022-09-30	$666,264	9,798	-0.2%	Shares	Sole	2022-11-15
2022-06-30	$700,050	9,817	-0.7%	Shares	Sole	2022-08-15
2022-03-31	$716,906	9,887	+10.8%	Shares	Sole	2022-05-10
2021-12-31	$612,213	8,927	+32.8%	Shares	Sole	2022-02-14
2021-09-30	$416,624	6,723	+1.0%	Shares	Sole	2021-11-15
2021-06-30	$402,815	6,657	-0.8%	Shares	Sole	2021-08-09
2021-03-31	$417,217	6,712	+57.0%	Shares	Sole	2021-05-10
2020-06-30	$221,606	4,274	-27.3%	Shares	Sole	2020-08-06
2020-03-31	$318,343	5,880	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.