StrongBox Wealth, LLC

Position in SO — Southern Co

CIK 1812155 Lee's Summit, MO

Position in SO

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

Position Value

$28,713

-$186,655 QoQ

Shares Held

300

-92.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,241

of 2,360 holders

Holding Since

Mar 2020

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

StrongBox Wealth, LLC holds $7,470,612 across 5 Utilities - Regulated Electric names. SO ranks #4 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	76,548	$6,718,617
2	ETR	Entergy Corp /De/	5,748	$660,215
3	IDA	Idacorp Inc	304	$45,995
4	SO	Southern Co This page	300	$28,713
5	D	Dominion Energy, Inc	250	$17,072

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,713	300	-92.5%	Shares	Sole	2026-07-23
2020-03-31	$215,368	3,978	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.