Widmann Financial Services, Inc.

Position in SO — Southern Co

CIK 1906640 BOWIE, MD

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,209,870

-$17,960 QoQ

Shares Held

12,641

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#939

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

Widmann Financial Services, Inc. holds $3,436,078 across 5 Utilities - Regulated Electric names. SO ranks #2 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	11,249	$1,423,898
2	SO	Southern Co This page	12,641	$1,209,870
3	AEP	American Electric Power Co Inc	2,771	$379,100
4	NEE	Nextera Energy Inc	2,518	$221,004
5	D	Dominion Energy, Inc	2,961	$202,206

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,209,870	12,641	-0.6%	Shares	Sole	2026-08-14
2026-03-31	$1,227,830	12,721	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$1,108,399	12,711	-0.7%	Shares	Sole	2026-02-18
2025-09-30	$1,212,866	12,798	-0.6%	Shares	Sole	2025-11-14
2025-06-30	$1,181,943	12,871	+8.3%	Shares	Sole	2025-08-14
2025-03-31	$1,093,101	11,888	+0.2%	Shares	Sole	2025-05-14
2024-12-31	$976,562	11,863	-1.2%	Shares	Sole	2025-02-14
2024-09-30	$1,082,430	12,003	-3.3%	Shares	Sole	2024-11-14
2024-06-30	$963,264	12,418	-1.2%	Shares	Sole	2024-08-14
2024-03-31	$901,413	12,565	-1.5%	Shares	Sole	2024-05-14
2023-12-31	$894,380	12,755	-1.2%	Shares	Sole	2024-02-13
2023-09-30	$835,211	12,905	+0.3%	Shares	Sole	2023-11-06
2023-06-30	$903,766	12,865	-0.6%	Shares	Sole	2023-08-04
2023-03-31	$900,713	12,945	+2.3%	Shares	Sole	2023-05-09
2022-12-31	$903,336	12,650	+0.9%	Shares	Sole	2023-02-06
2022-09-30	$852,516	12,537	-0.8%	Shares	Sole	2022-11-14
2022-06-30	$901,144	12,637	+0.5%	Shares	Sole	2022-08-01
2022-03-31	$911,958	12,577	+1.9%	Shares	Sole	2022-05-04
2021-12-31	$846,071	12,337	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.