Tradition Wealth Management, LLC

Position in SO — Southern Co

CIK 1843010 EDINA, MN

Position in SO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$685,953

-$53,583 QoQ

Shares Held

7,167

-6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,225

of 2,360 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Tradition Wealth Management, LLC holds $4,768,348 across 6 Utilities - Regulated Electric names. SO ranks #2 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	30,610	$2,457,983
2	SO	Southern Co This page	7,167	$685,953
3	NEE	Nextera Energy Inc	7,651	$671,528
4	AEP	American Electric Power Co Inc	2,870	$392,644
5	DUK	Duke Energy CORP	2,676	$338,728
6	WEC	Wec Energy Group, Inc.	1,897	$221,512

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$685,953	7,167	-6.5%	Shares	Sole	2026-08-11
2026-03-31	$739,536	7,662	-1.8%	Shares	Sole	2026-05-15
2025-12-31	$680,334	7,802	-2.4%	Shares	Sole	2026-02-11
2025-09-30	$757,307	7,991	+5.2%	Shares	Sole	2025-11-13
2025-06-30	$697,816	7,599	+7.3%	Shares	Sole	2025-08-12
2025-03-31	$651,281	7,083	+4.3%	Shares	Sole	2025-05-14
2024-12-31	$558,788	6,788	+3.4%	Shares	Sole	2025-02-13
2024-09-30	$591,941	6,564	+0.2%	Shares	Sole	2024-11-14
2024-06-30	$508,393	6,554	+9.5%	Shares	Sole	2024-08-12
2024-03-31	$429,579	5,988	-3.6%	Shares	Sole	2024-05-13
2023-12-31	$435,445	6,210	-1.9%	Shares	Sole	2024-02-12
2023-09-30	$409,871	6,333	-13.5%	Shares	Sole	2023-11-13
2023-06-30	$514,300	7,321	+0.3%	Shares	Sole	2023-08-14
2023-03-31	$508,003	7,301	+0.3%	Shares	Sole	2023-05-12
2022-12-31	$519,793	7,279	+0.2%	Shares	Sole	2023-02-03
2022-09-30	$493,952	7,264	+0.8%	Shares	Sole	2022-11-14
2022-06-30	$513,859	7,206	+0.1%	Shares	Sole	2022-08-02
2022-03-31	$521,926	7,198	+4.9%	Shares	Sole	2022-05-11
2021-12-31	$470,801	6,865	+0.1%	Shares	Sole	2022-02-14
2021-09-30	$424,804	6,855	-2.8%	Shares	Sole	2021-11-12
2021-06-30	$426,534	7,049	+0.5%	Shares	Sole	2021-08-09
2021-03-31	$435,803	7,011	+5.0%	Shares	Sole	2021-05-14
2020-12-31	$410,290	6,679	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.