Aprio Wealth Management, LLC

Position in SO — Southern Co

CIK 1803519 ATLANTA, GA

Position in SO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,500,615

+$406,904 QoQ

Shares Held

26,127

+20.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#679

of 2,360 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $11,504,972 across 19 Utilities - Regulated Electric names. SO ranks #1 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	26,127	$2,500,615
2	NEE	Nextera Energy Inc	11,953	$1,049,114
3	AEP	American Electric Power Co Inc	7,588	$1,038,114
4	DUK	Duke Energy CORP	8,130	$1,029,095
5	ETR	Entergy Corp /De/	5,956	$684,106
6	D	Dominion Energy, Inc	8,395	$573,294
7	XEL	Xcel Energy Inc	6,813	$547,083
8	EIX	Edison International	6,915	$514,821

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,500,615	26,127	+20.4%	Shares	Sole	2026-07-24
2026-03-31	$2,093,711	21,692	+5.8%	Shares	Sole	2026-05-11
2025-12-31	$1,787,425	20,498	+29.6%	Shares	Sole	2026-01-29
2025-09-30	$1,499,356	15,821	+13.5%	Shares	Sole	2025-11-12
2025-06-30	$1,280,293	13,942	-0.4%	Shares	Sole	2025-08-14
2025-03-31	$1,287,300	14,000	+23.5%	Shares	Sole	2025-05-15
2024-12-31	$933,508	11,340	+42.2%	Shares	Sole	2025-01-13
2024-09-30	$719,275	7,976	+0.5%	Shares	Sole	2024-10-08
2024-06-30	$615,595	7,936	+101.6%	Shares	Sole	2024-07-10
2024-03-31	$282,440	3,937	-15.1%	Shares	Sole	2024-04-10
2023-12-31	$325,286	4,639	+23.4%	Shares	Sole	2024-01-17
2023-09-30	$243,347	3,760	+1.6%	Shares	Sole	2023-10-10
2022-06-30	$263,918	3,701	—	Shares	Sole	2022-07-26
No filing history on record for this holder in this stock.