Phillips Wealth Planners LLC

Position in SO — Southern Co

CIK 1962628 STARKVILLE, MS

Position in SO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$204,532

-$171 QoQ

Shares Held

2,137

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,039

of 2,360 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $4,436,869 across 10 Utilities - Regulated Electric names. SO ranks #10 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	10,219	$1,293,521
2	NEE	Nextera Energy Inc	7,111	$624,132
3	WEC	Wec Energy Group, Inc.	5,100	$595,527
4	CMS	Cms Energy Corp	4,636	$354,654
5	IDA	Idacorp Inc	2,343	$354,495
6	NWE	NorthWestern Energy Group, Inc.	3,952	$283,042
7	FE	Firstenergy Corp	5,832	$277,253
8	CNP	Centerpoint Energy Inc	5,193	$228,699

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,532	2,137	-1.1%	Shares	Sole	2026-08-07
2025-09-30	$204,703	2,160	-8.5%	Shares	Defined	2025-11-07
2025-03-31	$217,093	2,361	-2.3%	Shares	Defined	2025-04-23
2024-09-30	$217,874	2,416	-26.0%	Shares	Defined	2024-10-29
2024-06-30	$253,421	3,267	-9.6%	Shares	Sole	2024-08-02
2024-03-31	$259,124	3,612	+3.9%	Shares	Defined	2024-04-29
2023-12-31	$243,877	3,478	+2.1%	Shares	Defined	2024-02-12
2023-09-30	$220,371	3,405	+2.7%	Shares	Defined	2023-10-30
2023-06-30	$233,019	3,317	-9.3%	Shares	Defined	2023-07-26
2023-03-31	$254,384	3,656	+4.7%	Shares	Defined	2023-05-15
2022-12-31	$249,435	3,493	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.