VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Position in SO — Southern Co

CIK 1898282 VIRGINIA BEACH, VA

Position in SO

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

Position Value

$5,349,231

-$4,154 QoQ

Shares Held

55,890

+0.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.45%

of 13F equity value

Holder Rank

#459

of 2,356 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

VIRGINIA WEALTH MANAGEMENT GROUP, INC. holds $14,356,052 across 3 Utilities - Regulated Electric names. SO ranks #1 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	55,890	$5,349,231
2	DUK	Duke Energy CORP	40,238	$5,093,326
3	D	Dominion Energy, Inc	57,307	$3,913,495

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,349,231	55,890	+0.8%	Shares	Sole	2026-07-22
2026-03-31	$5,353,385	55,464	+1.5%	Shares	Sole	2026-04-29
2025-12-31	$4,764,782	54,642	+0.6%	Shares	Sole	2026-01-26
2025-09-30	$5,146,390	54,304	-0.5%	Shares	Sole	2025-10-16
2025-06-30	$5,013,826	54,599	-0.4%	Shares	Sole	2025-07-17
2025-03-31	$5,039,963	54,812	-4.0%	Shares	Sole	2025-04-15
2024-12-31	$4,698,743	57,079	+0.6%	Shares	Sole	2025-01-27
2024-09-30	$5,118,526	56,759	+25.0%	Shares	Sole	2024-10-09
2024-06-30	$3,523,306	45,421	-0.7%	Shares	Sole	2024-07-17
2024-03-31	$3,280,957	45,734	+9.5%	Shares	Sole	2024-04-25
2023-12-31	$2,929,613	41,780	-32.6%	Shares	Sole	2024-02-09
2023-09-30	$4,010,957	61,974	+1.0%	Shares	Sole	2023-11-03
2023-06-30	$4,309,205	61,341	-0.7%	Shares	Sole	2023-08-08
2023-03-31	$4,296,565	61,750	+1.7%	Shares	Sole	2023-05-05
2022-12-31	$4,334,587	60,700	+3.2%	Shares	Sole	2023-02-07
2022-09-30	$4,000,372	58,829	+40.6%	Shares	Sole	2022-10-19
2022-06-30	$2,983,895	41,844	-0.3%	Shares	Sole	2023-01-05
2022-03-31	$3,043,534	41,974	+4.2%	Shares	Sole	2022-04-20
2021-12-31	$2,761,853	40,272	—	Shares	Sole	2022-01-18
No filing history on record for this holder in this stock.