Naviter Wealth, LLC

Position in SO — Southern Co

CIK 1855567 LITTLE ROCK, AR

Position in SO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,350,424

+$695,256 QoQ

Shares Held

35,006

+27.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#576

of 2,360 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Utilities · as of Jun 30, 2026

Naviter Wealth, LLC holds $6,160,821 across 4 Utilities - Regulated Electric names. SO ranks #1 (54.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	35,006	$3,350,424
2	NGG	National Grid PLC	25,630	$2,123,958
3	NEE	Nextera Energy Inc	5,475	$480,540
4	AEP	American Electric Power Co Inc	1,505	$205,899

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,350,424	35,006	+27.3%	Shares	Sole	2026-08-07
2026-03-31	$2,655,168	27,509	+3.5%	Shares	Sole	2026-04-10
2025-12-31	$2,316,816	26,569	-16.1%	Shares	Sole	2026-01-21
2025-09-30	$3,001,365	31,670	+2.8%	Shares	Sole	2025-11-06
2025-06-30	$2,829,925	30,817	+2.8%	Shares	Sole	2025-07-28
2025-03-31	$2,757,764	29,992	+0.6%	Shares	Sole	2025-04-25
2024-12-31	$2,454,782	29,820	+21.8%	Shares	Sole	2025-02-07
2024-09-30	$2,207,876	24,483	+2.2%	Shares	Sole	2024-10-16
2024-06-30	$1,857,568	23,947	+6.6%	Shares	Sole	2024-08-02
2024-03-31	$1,611,854	22,468	+10.9%	Shares	Sole	2024-04-18
2023-12-31	$1,420,561	20,259	+27.7%	Shares	Sole	2024-02-05
2023-09-30	$1,026,394	15,859	+7.1%	Shares	Sole	2023-11-14
2023-06-30	$1,040,613	14,813	+9.1%	Shares	Sole	2023-07-20
2023-03-31	$944,618	13,576	—	Shares	Sole	2023-04-12
No filing history on record for this holder in this stock.