Innova Wealth Partners

Position in SO — Southern Co

CIK 1888831 NEWTOWN, PA

Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$229,321

-$5,222 QoQ

Shares Held

2,396

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,948

of 2,360 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Innova Wealth Partners holds $1,270,815 across 4 Utilities - Regulated Electric names. SO ranks #4 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	2,930	$400,853
2	ED	Consolidated Edison Inc	3,590	$397,161
3	PEG	Public Service Enterprise Group Inc	3,000	$243,480
4	SO	Southern Co This page	2,396	$229,321

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,321	2,396	-1.4%	Shares	Sole	2026-07-15
2026-03-31	$234,543	2,430	-1.1%	Shares	Sole	2026-04-24
2025-12-31	$214,337	2,458	+3.2%	Shares	Sole	2026-01-07
2025-09-30	$225,742	2,382	—	Shares	Sole	2025-12-02
No filing history on record for this holder in this stock.