JACKSON THORNTON WEALTH MANAGEMENT, LLC

Position in SO — Southern Co

CIK 1903880 MONTGOMERY, AL

Position in SO

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

Position Value

$1,212,070

+$186,932 QoQ

Shares Held

12,664

+19.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#938

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $5,116,793 across 6 Utilities - Regulated Electric names. SO ranks #3 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	17,721	$1,319,327
2	PCG	PG&E Corp	76,141	$1,280,690
3	SO	Southern Co This page	12,664	$1,212,070
4	ES	Eversource Energy	8,281	$598,467
5	AEP	American Electric Power Co Inc	2,822	$386,077
6	ED	Consolidated Edison Inc	2,894	$320,162

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,212,070	12,664	+19.2%	Shares	Other	2026-08-06
2026-03-31	$1,025,138	10,621	-0.4%	Shares	Other	2026-04-29
2025-12-31	$930,336	10,669	+70.0%	Shares	Other	2026-01-22
2025-09-30	$594,681	6,275	-55.1%	Shares	Other	2025-10-29
2025-06-30	$1,283,782	13,980	+0.3%	Shares	Sole	2025-07-30
2025-03-31	$1,281,506	13,937	+0.2%	Shares	Other	2025-04-29
2024-12-31	$1,144,494	13,903	+30.3%	Shares	Sole	2025-02-11
2024-09-30	$961,859	10,666	+0.0%	Shares	Sole	2024-11-13
2024-06-30	$827,128	10,663	+0.0%	Shares	Other	2024-11-07
2024-03-31	$764,820	10,661	+0.1%	Shares	Other	2024-05-15
2023-12-31	$746,497	10,646	-0.2%	Shares	Other	2024-02-14
2023-09-30	$690,108	10,663	-0.1%	Shares	Other	2023-11-07
2023-06-30	$749,848	10,674	+0.8%	Shares	Other	2023-08-03
2023-03-31	$737,130	10,594	+0.1%	Shares	Other	2023-08-03
2022-12-31	$755,517	10,580	-3.5%	Shares	Other	2023-02-14
2022-09-30	$745,552	10,964	+2.1%	Shares	Sole	2022-11-01
2022-06-30	$765,940	10,741	+0.5%	Shares	Sole	2022-08-02
2022-03-31	$775,131	10,690	+2.2%	Shares	Sole	2022-05-12
2021-12-31	$717,552	10,463	—	Shares	Sole	2022-06-01
No filing history on record for this holder in this stock.