Balboa Wealth Partners

Position in SO — Southern Co

CIK 1929008 SCOTTSDALE, AZ

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,081,618

-$2,591 QoQ

Shares Held

11,301

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#981

of 2,354 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Balboa Wealth Partners holds $4,207,974 across 6 Utilities - Regulated Electric names. SO ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	11,590	$1,467,062
2	SO	Southern Co This page	11,301	$1,081,618
3	D	Dominion Energy, Inc	7,021	$479,464
4	EVRG	Evergy, Inc.	5,338	$461,363
5	ED	Consolidated Edison Inc	3,655	$404,352
6	AEP	American Electric Power Co Inc	2,296	$314,115

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,081,618	11,301	+0.6%	Shares	Sole	2026-08-10
2026-03-31	$1,084,209	11,233	+0.5%	Shares	Sole	2026-04-16
2025-12-31	$974,983	11,181	+6.2%	Shares	Sole	2026-01-16
2025-09-30	$997,643	10,527	-2.2%	Shares	Sole	2025-11-06
2025-06-30	$987,998	10,759	-10.2%	Shares	Sole	2025-07-29
2025-03-31	$1,101,377	11,978	+0.5%	Shares	Sole	2025-04-23
2024-12-31	$980,842	11,915	+5.7%	Shares	Sole	2025-02-10
2024-09-30	$1,016,238	11,269	+1.8%	Shares	Sole	2024-11-06
2024-06-30	$858,389	11,066	+7.6%	Shares	Sole	2024-08-13
2024-03-31	$737,630	10,282	+11.4%	Shares	Defined	2024-05-13
2023-12-31	$647,277	9,231	-1.1%	Shares	Defined	2024-02-09
2023-09-30	$604,161	9,335	-2.9%	Shares	Defined	2023-10-23
2023-06-30	$675,383	9,614	+1.1%	Shares	Defined	2023-08-08
2023-03-31	$661,844	9,512	+0.4%	Shares	Sole	2023-05-12
2022-12-31	$676,538	9,474	-7.1%	Shares	Defined	2023-02-14
2022-09-30	$693,600	10,200	—	Shares	Sole	2023-01-04
No filing history on record for this holder in this stock.