Prosperity Consulting Group, LLC

Position in SO — Southern Co

CIK 1910398 OWINGS MILLS, MD

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,345,012

+$58,787 QoQ

Shares Held

14,053

+5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#883

of 2,359 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Prosperity Consulting Group, LLC holds $23,400,521 across 22 Utilities - Regulated Electric names. SO ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	26,680	$3,115,423
2	AEP	American Electric Power Co Inc	18,995	$2,598,705
3	EIX	Edison International	27,387	$2,038,962
4	SO	Southern Co This page	14,053	$1,345,012
5	EXC	Exelon Corp	28,019	$1,306,245
6	XEL	Xcel Energy Inc	14,211	$1,141,143
7	NEE	Nextera Energy Inc	12,738	$1,118,014
8	ES	Eversource Energy	15,412	$1,113,825

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,345,012	14,053	+5.5%	Shares	Sole	2026-08-13
2026-03-31	$1,286,225	13,326	+0.2%	Shares	Sole	2026-05-05
2025-12-31	$1,159,585	13,298	+4.9%	Shares	Sole	2026-02-17
2025-09-30	$1,201,778	12,681	-3.3%	Shares	Sole	2025-11-14
2025-06-30	$1,203,891	13,110	+2.4%	Shares	Sole	2025-08-05
2025-03-31	$1,177,419	12,805	+3.3%	Shares	Sole	2025-05-07
2024-12-31	$1,020,274	12,394	+10.5%	Shares	Sole	2025-02-14
2024-09-30	$1,011,458	11,216	+10.2%	Shares	Sole	2024-10-15
2024-06-30	$789,352	10,176	+1.1%	Shares	Sole	2024-08-08
2024-03-31	$721,847	10,062	+53.9%	Shares	Sole	2024-05-01
2023-12-31	$458,444	6,538	+83.5%	Shares	Sole	2024-02-13
2023-09-30	$230,532	3,562	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.