BCR Wealth Strategies, LLC

Position in SO — Southern Co

CIK 1908380 VESTAVIA, AL

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$641,544

-$1,279 QoQ

Shares Held

6,703

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

7.83%

of 13F equity value

Holder Rank

#1,260

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

BCR Wealth Strategies, LLC holds $641,544 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	6,703	$641,544

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$641,544	6,703	+0.6%	Shares	Sole	2026-07-31
2026-03-31	$642,823	6,660	-5.0%	Shares	Sole	2026-05-01
2025-12-31	$611,184	7,009	+13.2%	Shares	Sole	2026-01-23
2025-09-30	$586,626	6,190	-1.6%	Shares	Sole	2025-10-10
2025-06-30	$577,794	6,292	+0.1%	Shares	Sole	2025-07-25
2025-03-31	$577,905	6,285	-3.8%	Shares	Sole	2025-05-09
2024-12-31	$538,043	6,536	+1.8%	Shares	Sole	2025-01-29
2024-09-30	$578,775	6,418	-6.4%	Shares	Sole	2024-10-18
2024-06-30	$532,130	6,860	+5.2%	Shares	Sole	2024-07-26
2024-03-31	$467,601	6,518	+0.2%	Shares	Sole	2024-05-03
2023-12-31	$456,130	6,505	-0.4%	Shares	Sole	2024-01-26
2023-09-30	$422,751	6,532	+5.4%	Shares	Sole	2023-10-20
2023-06-30	$435,198	6,195	-0.7%	Shares	Sole	2023-07-14
2023-03-31	$434,248	6,241	+0.2%	Shares	Sole	2023-05-05
2022-12-31	$444,955	6,231	+1.0%	Shares	Sole	2023-01-30
2022-09-30	$419,560	6,170	+0.1%	Shares	Sole	2022-11-04
2022-06-30	$439,697	6,166	+6.9%	Shares	Sole	2022-07-22
2022-03-31	$418,310	5,769	+55.8%	Shares	Sole	2022-04-29
2021-12-31	$253,951	3,703	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.