WEALTHSPAN PARTNERS, LLC

Position in SO — Southern Co

CIK 1909805 DAVENPORT, IA

Position in SO

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

Position Value

$394,516

-$3,049 QoQ

Shares Held

4,122

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,557

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

WEALTHSPAN PARTNERS, LLC holds $1,420,317 across 4 Utilities - Regulated Electric names. SO ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	6,362	$558,392
2	SO	Southern Co This page	4,122	$394,516
3	ED	Consolidated Edison Inc	2,311	$255,665
4	CNP	Centerpoint Energy Inc	4,808	$211,744

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$394,516	4,122	+0.1%	Shares	Sole	2026-08-06
2026-03-31	$397,565	4,119	+0.0%	Shares	Sole	2026-04-08
2025-12-31	$359,002	4,117	+0.1%	Shares	Sole	2026-01-27
2025-09-30	$389,883	4,114	+0.0%	Shares	Sole	2025-11-03
2025-06-30	$377,604	4,112	-5.1%	Shares	Sole	2025-07-28
2025-03-31	$398,511	4,334	+0.0%	Shares	Sole	2025-04-21
2024-12-31	$356,610	4,332	-1.2%	Shares	Sole	2025-01-24
2024-09-30	$395,349	4,384	+0.0%	Shares	Sole	2024-11-04
2024-06-30	$339,911	4,382	+0.1%	Shares	Sole	2024-07-22
2024-03-31	$314,149	4,379	+4.5%	Shares	Sole	2024-04-29
2023-12-31	$293,872	4,191	+20.4%	Shares	Sole	2024-01-29
2023-09-30	$225,355	3,482	-2.4%	Shares	Sole	2023-11-01
2023-06-30	$250,722	3,569	+0.1%	Shares	Sole	2023-08-08
2023-03-31	$248,122	3,566	+0.1%	Shares	Sole	2023-04-21
2022-12-31	$254,433	3,563	+0.1%	Shares	Sole	2023-02-13
2022-09-30	$242,080	3,560	+20.7%	Shares	Sole	2022-11-14
2022-06-30	$210,364	2,950	-4.0%	Shares	Sole	2022-08-11
2022-03-31	$222,750	3,072	+0.1%	Shares	Sole	2022-05-12
2021-12-31	$210,472	3,069	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.