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WFA of San Diego, LLC

Position in SO — Southern Co

CIK 1821407 SAN DIEGO, CA

Position in SO

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$14,478
-$670,914 QoQ
Shares Held
150
-98.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

All Filings in SO

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $14,478 150
2025-12-31 $685,392 7,860
2025-09-30 $744,892 7,860
2025-06-30 $721,783 7,860
2024-09-30 $40,581 450
2024-06-30 $34,906 450
2023-09-30 $29,124 450
2023-06-30 $87,812 1,250
2023-03-31 $623,436 8,960
2022-12-31 $639,833 8,960
2022-09-30 $609,280 8,960
2022-06-30 $89,137 1,250
2021-12-31 $614,476 8,960
2020-06-30 $194,956 3,760