44 WEALTH MANAGEMENT LLC

Position in SO — Southern Co

CIK 1831187 EUGENE, OR

Position in SO

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

Position Value

$257,747

-$15,308 QoQ

Shares Held

2,693

-4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,847

of 2,359 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $5,660,194 across 5 Utilities - Regulated Electric names. SO ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	12,202	$1,859,218
2	EVRG	Evergy, Inc.	19,460	$1,681,927
3	AEP	American Electric Power Co Inc	11,044	$1,510,929
4	DUK	Duke Energy CORP	2,768	$350,373
5	SO	Southern Co This page	2,693	$257,747

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$257,747	2,693	-4.8%	Shares	Sole	2026-08-14
2026-03-31	$273,055	2,829	-1.6%	Shares	Sole	2026-05-15
2025-12-31	$250,612	2,874	+0.7%	Shares	Sole	2026-02-09
2025-09-30	$270,378	2,853	-0.9%	Shares	Sole	2025-11-14
2025-06-30	$264,378	2,879	+4.5%	Shares	Sole	2025-08-15
2025-03-31	$253,230	2,754	-4.3%	Shares	Sole	2025-04-29
2024-12-31	$236,834	2,877	+1.3%	Shares	Sole	2025-02-03
2024-09-30	$256,111	2,840	—	Shares	Sole	2024-10-25
No filing history on record for this holder in this stock.