Western Pacific Wealth Management, LP

Position in SO — Southern Co

CIK 1907320 Lake Forest, IL

Position in SO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$63,647

-$538 QoQ

Shares Held

665

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,161

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Western Pacific Wealth Management, LP holds $127,443 across 2 Utilities - Regulated Electric names. SO ranks #2 (49.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP	504	$63,796
2	SO	Southern Co This page	665	$63,647

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,647	665	0.0%	Shares	Sole	2026-08-07
2026-03-31	$64,185	665	0.0%	Shares	Sole	2026-04-17
2025-12-31	$57,988	665	0.0%	Shares	Sole	2026-02-04
2025-09-30	$63,022	665	0.0%	Shares	Sole	2025-10-21
2025-06-30	$61,066	665	-25.1%	Shares	Sole	2025-07-10
2025-03-31	$81,651	888	0.0%	Shares	Sole	2025-04-17
2024-12-31	$73,100	888	+32.1%	Shares	Sole	2025-01-24
2024-09-30	$60,600	672	+0.1%	Shares	Sole	2024-10-31
2024-06-30	$52,049	671	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$48,065	670	0.0%	Shares	Sole	2024-05-15
2023-12-31	$46,980	670	+0.1%	Shares	Sole	2024-02-09
2023-09-30	$43,297	669	0.0%	Shares	Sole	2023-10-26
2023-06-30	$46,997	669	0.0%	Shares	Sole	2023-08-08
2023-03-31	$46,549	669	0.0%	Shares	Sole	2023-05-11
2022-12-31	$47,773	669	0.0%	Shares	Sole	2023-02-03
2022-09-30	$45,492	669	0.0%	Shares	Sole	2022-10-27
2022-06-30	$47,706	669	0.0%	Shares	Sole	2022-08-01
2022-03-31	$48,509	669	0.0%	Shares	Sole	2022-04-21
2021-12-31	$45,880	669	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.