Wealth Dimensions Group, Ltd.

Position in SO — Southern Co

CIK 1846462 CINCINNATI, OH

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$695,907

-$7,337 QoQ

Shares Held

7,271

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,217

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

Wealth Dimensions Group, Ltd. holds $2,997,710 across 4 Utilities - Regulated Electric names. SO ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	13,296	$1,683,007
2	SO	Southern Co This page	7,271	$695,907
3	NEE	Nextera Energy Inc	4,558	$400,055
4	EXC	Exelon Corp	4,692	$218,741

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$695,907	7,271	-0.2%	Shares	Sole	2026-07-22
2026-03-31	$703,244	7,286	-8.3%	Shares	Sole	2026-05-12
2025-12-31	$693,152	7,949	+0.2%	Shares	Sole	2026-02-13
2025-09-30	$751,999	7,935	0.0%	Shares	Sole	2025-10-30
2025-06-30	$728,671	7,935	+3.3%	Shares	Sole	2025-08-12
2025-03-31	$706,543	7,684	-2.8%	Shares	Sole	2025-05-05
2024-12-31	$650,986	7,908	+1.0%	Shares	Sole	2025-02-13
2024-09-30	$706,109	7,830	-0.8%	Shares	Sole	2024-11-12
2024-06-30	$612,027	7,890	-7.4%	Shares	Sole	2024-08-09
2024-03-31	$611,224	8,520	-1.7%	Shares	Sole	2024-05-09
2023-12-31	$608,010	8,671	+0.2%	Shares	Sole	2024-02-09
2023-09-30	$560,281	8,657	+0.5%	Shares	Sole	2023-11-14
2023-06-30	$605,063	8,613	-0.1%	Shares	Sole	2023-08-14
2023-03-31	$599,640	8,618	+10.4%	Shares	Sole	2023-05-09
2022-12-31	$557,283	7,804	+1.2%	Shares	Sole	2023-02-10
2022-09-30	$524,552	7,714	-0.2%	Shares	Sole	2022-11-10
2022-06-30	$551,226	7,730	+0.1%	Shares	Sole	2022-08-05
2022-03-31	$559,849	7,721	+0.1%	Shares	Sole	2022-05-04
2021-12-31	$528,820	7,711	-0.3%	Shares	Sole	2022-02-04
2021-09-30	$479,523	7,738	0.0%	Shares	Sole	2021-11-03
2021-06-30	$468,226	7,738	0.0%	Shares	Sole	2021-08-12
2021-03-31	$480,994	7,738	0.0%	Shares	Sole	2021-05-13
2020-12-31	$475,345	7,738	—	Shares	Sole	2021-02-17
No filing history on record for this holder in this stock.