Cerro Pacific Wealth Advisors LLC

Position in SO — Southern Co

CIK 1842669 San Luis Obispo, CA

Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$965,043

+$51,578 QoQ

Shares Held

10,083

+6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,037

of 2,360 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $3,381,902 across 5 Utilities - Regulated Electric names. SO ranks #1 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	10,083	$965,043
2	PEG	Public Service Enterprise Group Inc	9,087	$737,500
3	WEC	Wec Energy Group, Inc.	6,085	$710,545
4	NEE	Nextera Energy Inc	7,457	$654,500
5	LNT	Alliant Energy Corp	4,120	$314,314

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$965,043	10,083	+6.5%	Shares	Sole	2026-07-15
2026-03-31	$913,465	9,464	+10.6%	Shares	Sole	2026-04-13
2025-12-31	$746,432	8,560	+6.0%	Shares	Sole	2026-02-02
2025-09-30	$765,646	8,079	-14.7%	Shares	Sole	2025-10-28
2025-06-30	$869,630	9,470	+60.2%	Shares	Sole	2025-07-25
2025-03-31	$543,516	5,911	+16.2%	Shares	Sole	2025-04-08
2024-12-31	$418,926	5,089	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.