Falcon Wealth Planning

Position in SO — Southern Co

CIK 1839850 Ontario, CA

Position in SO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$249,611

New position

Shares Held

2,608

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,877

of 2,360 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 10% Shared 0% None 90%

Utilities · as of Jun 30, 2026

Falcon Wealth Planning holds $795,630 across 3 Utilities - Regulated Electric names. SO ranks #3 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	6,004	$285,430
2	NEE	Nextera Energy Inc	2,969	$260,589
3	SO	Southern Co This page	2,608	$249,611

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,611	2,608	—	Shares	Sole	2026-07-13
No filing history on record for this holder in this stock.