Cyndeo Wealth Partners, LLC

Position in SO — Southern Co

CIK 1950947 ST. PETERSBURG, FL

Position in SO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$789,990

+$12,618 QoQ

Shares Held

8,254

+2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,154

of 2,360 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $46,905,295 across 6 Utilities - Regulated Electric names. SO ranks #5 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	135,898	$11,927,767
2	AEP	American Electric Power Co Inc	86,134	$11,783,992
3	DTE	Dte Energy Co	73,387	$11,181,977
4	DUK	Duke Energy CORP	86,700	$10,974,486
5	SO	Southern Co This page	8,254	$789,990
6	XEL	Xcel Energy Inc	3,077	$247,083

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$789,990	8,254	+2.5%	Shares	Sole	2026-07-21
2026-03-31	$777,372	8,054	-0.5%	Shares	Sole	2026-04-13
2025-12-31	$705,884	8,095	+3.2%	Shares	Sole	2026-01-07
2025-09-30	$743,375	7,844	+20.4%	Shares	Sole	2025-10-10
2025-06-30	$598,180	6,514	-0.5%	Shares	Sole	2025-07-24
2025-03-31	$602,272	6,550	+0.1%	Shares	Sole	2025-04-17
2024-12-31	$538,455	6,541	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$588,153	6,522	+5.5%	Shares	Sole	2024-10-18
2024-06-30	$479,615	6,183	+1.1%	Shares	Sole	2024-07-30
2024-03-31	$438,833	6,117	-2.8%	Shares	Sole	2024-04-17
2023-12-31	$441,475	6,296	+8.8%	Shares	Sole	2024-01-12
2023-09-30	$374,599	5,788	-90.1%	Shares	Sole	2023-10-10
2023-06-30	$4,104,848	58,432	+4.8%	Shares	Sole	2023-07-27
2023-03-31	$3,879,919	55,762	+1514.9%	Shares	Sole	2023-04-25
2022-12-31	$246,578	3,453	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.