Red Wave Investments LLC

Position in SO — Southern Co

CIK 1846493 DILLSBURG, PA

Position in SO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$511,857

-$57,997 QoQ

Shares Held

5,348

-9.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,391

of 2,359 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Red Wave Investments LLC holds $1,006,871 across 3 Utilities - Regulated Electric names. SO ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	5,348	$511,857
2	DUK	Duke Energy CORP	2,153	$272,526
3	D	Dominion Energy, Inc	3,258	$222,488

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$511,857	5,348	-9.4%	Shares	Sole	2026-08-06
2026-03-31	$569,854	5,904	-0.3%	Shares	Sole	2026-05-08
2025-12-31	$516,485	5,923	-1.0%	Shares	Sole	2026-02-06
2025-09-30	$566,819	5,981	-0.4%	Shares	Sole	2025-10-28
2025-06-30	$551,622	6,007	+0.6%	Shares	Sole	2025-07-31
2025-03-31	$549,309	5,974	+0.1%	Shares	Sole	2025-05-02
2024-12-31	$491,532	5,971	+0.1%	Shares	Sole	2025-02-03
2024-09-30	$538,194	5,968	+2.5%	Shares	Sole	2024-11-14
2024-06-30	$451,534	5,821	+0.2%	Shares	Sole	2024-08-09
2024-03-31	$416,809	5,810	+1.5%	Shares	Sole	2024-05-14
2023-12-31	$401,296	5,723	-1.0%	Shares	Sole	2024-02-05
2023-09-30	$373,952	5,778	0.0%	Shares	Sole	2023-11-07
2023-06-30	$405,904	5,778	+2.2%	Shares	Sole	2023-08-07
2023-03-31	$393,196	5,651	+3.3%	Shares	Sole	2023-05-15
2022-12-31	$390,826	5,473	-43.7%	Shares	Sole	2023-02-03
2022-09-30	$660,892	9,719	+2.1%	Shares	Sole	2022-11-02
2022-06-30	$678,942	9,521	-6.8%	Shares	Sole	2022-08-09
2022-03-31	$740,762	10,216	+64.2%	Shares	Sole	2022-05-13
2021-12-31	$426,636	6,221	+5.8%	Shares	Sole	2022-02-07
2021-09-30	$364,259	5,878	+8.2%	Shares	Sole	2021-10-21
2021-06-30	$328,629	5,431	+0.2%	Shares	Sole	2021-08-10
2021-03-31	$336,782	5,418	+2.5%	Shares	Sole	2021-05-13
2020-12-31	$324,657	5,285	—	Shares	Sole	2021-02-17
No filing history on record for this holder in this stock.