Destiny Wealth Partners, LLC

Position in SO — Southern Co

CIK 1844369 TAVARES, FL

Position in SO

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$72,196

-$155,618 QoQ

Shares Held

748

-78.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Destiny Wealth Partners, LLC holds $415,904 across 2 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)	Open
1	EVRG	Evergy, Inc.	2,439	$210,802
2	ES	Eversource Energy	2,838	$205,102

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$72,196	748	-78.8%	Shares	Sole	2026-05-11
2023-09-30	$227,814	3,520	-22.5%	Shares	Sole	2023-10-10
2023-06-30	$318,935	4,540	+119.2%	Shares	Sole	2023-07-26
2022-12-31	$147,890	2,071	-67.7%	Shares	Sole	2023-01-27
2022-09-30	$436,288	6,416	+15.8%	Shares	Sole	2022-10-25
2022-06-30	$394,986	5,539	+23.1%	Shares	Sole	2022-07-15
2022-03-31	$326,367	4,501	+11.4%	Shares	Sole	2022-04-21
2021-12-31	$277,200	4,042	+4.9%	Shares	Sole	2022-01-20
2021-09-30	$238,894	3,855	-3.0%	Shares	Sole	2021-10-28
2021-06-30	$240,406	3,973	+7.9%	Shares	Sole	2021-07-27
2021-03-31	$228,810	3,681	-52.7%	Shares	Sole	2021-04-22
2020-12-31	$478,478	7,789	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.