WMG Financial Advisors, LLC

Position in SO — Southern Co

CIK 1906711 Knoxville, TN

Position in SO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$690,355

+$4,486 QoQ

Shares Held

7,213

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#1,221

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 6% None 94%

Utilities · as of Jun 30, 2026

WMG Financial Advisors, LLC holds $690,355 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co This page	7,213	$690,355

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$690,355	7,213	+1.5%	Shares	Sole	2026-07-23
2026-03-31	$685,869	7,106	+4.5%	Shares	Defined	2026-04-23
2025-12-31	$592,959	6,800	-7.3%	Shares	Other	2026-01-28
2025-09-30	$695,137	7,335	-0.7%	Shares	Sole	2025-10-23
2025-06-30	$678,163	7,385	+0.4%	Shares	Other	2025-07-24
2025-03-31	$676,015	7,352	-50.7%	Shares	Sole	2025-05-06
2024-12-31	$1,227,801	14,915	+298.9%	Shares	Sole	2025-02-06
2024-09-30	$337,181	3,739	+0.2%	Shares	Sole	2024-10-31
2024-06-30	$289,567	3,733	-2.9%	Shares	Sole	2024-07-30
2024-03-31	$275,911	3,846	+5.1%	Shares	Sole	2024-05-07
2023-12-31	$256,498	3,658	-5.3%	Shares	Sole	2024-02-08
2023-09-30	$250,013	3,863	-8.8%	Shares	Other	2023-11-14
2023-06-30	$297,649	4,237	+49.5%	Shares	Defined	2023-08-03
2023-03-31	$197,188	2,834	-44.0%	Shares	Sole	2023-04-18
2022-12-31	$361,405	5,061	+2.7%	Shares	Sole	2023-02-10
2022-09-30	$335,036	4,927	+1.5%	Shares	Sole	2022-10-18
2022-06-30	$345,995	4,852	-5.1%	Shares	Defined	2022-08-08
2022-03-31	$370,670	5,112	+12.0%	Shares	Defined	2022-08-04
2021-12-31	$313,135	4,566	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.