Ignite Planners, LLC

Position in SO — Southern Co

CIK 1849348 SAN CLEMENTE, CA

Position in SO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$854,116

-$919,535 QoQ

Shares Held

8,924

-51.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,101

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Ignite Planners, LLC holds $2,505,821 across 4 Utilities - Regulated Electric names. SO ranks #1 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	8,924	$854,116
2	AEP	American Electric Power Co Inc	5,830	$797,602
3	FTS	Fortis Inc.	8,117	$464,535
4	PEG	Public Service Enterprise Group Inc	4,800	$389,568

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$854,116	8,924	-51.4%	Shares	Sole	2026-07-23
2026-03-31	$1,773,651	18,376	+2.5%	Shares	Sole	2026-04-17
2025-12-31	$1,562,972	17,924	+2.1%	Shares	Sole	2026-02-06
2025-09-30	$1,664,255	17,561	-2.7%	Shares	Sole	2025-10-08
2025-06-30	$1,657,715	18,052	-5.2%	Shares	Sole	2025-08-08
2025-03-31	$1,751,647	19,050	+24.7%	Shares	Sole	2025-05-06
2024-12-31	$1,257,767	15,279	+0.2%	Shares	Sole	2025-01-14
2024-09-30	$1,375,425	15,252	-2.7%	Shares	Sole	2024-10-07
2024-06-30	$1,216,452	15,682	+0.6%	Shares	Sole	2024-07-12
2024-03-31	$1,118,641	15,593	-12.7%	Shares	Sole	2024-04-12
2023-12-31	$1,252,202	17,858	-8.5%	Shares	Sole	2024-01-09
2023-09-30	$1,263,075	19,516	+2.1%	Shares	Sole	2023-10-11
2023-06-30	$1,342,969	19,117	-1.6%	Shares	Sole	2023-07-12
2023-03-31	$1,351,243	19,420	+3.1%	Shares	Sole	2023-04-18
2022-12-31	$1,344,436	18,827	+2.0%	Shares	Sole	2023-02-03
2022-09-30	$1,255,620	18,465	+3.2%	Shares	Sole	2022-10-12
2022-06-30	$1,276,163	17,896	-8.8%	Shares	Sole	2022-07-15
2022-03-31	$1,423,298	19,629	+2.8%	Shares	Sole	2022-05-13
2021-12-31	$1,309,809	19,099	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.