LMG Wealth Partners, LLC

Position in SO — Southern Co

CIK 1965772 SHREVEPORT, LA

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,987,705

-$5,433 QoQ

Shares Held

20,768

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#759

of 2,354 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LMG Wealth Partners, LLC holds $8,060,084 across 6 Utilities - Regulated Electric names. SO ranks #2 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNT	Alliant Energy Corp	30,337	$2,314,409
2	SO	Southern Co This page	20,768	$1,987,705
3	ETR	Entergy Corp /De/	12,934	$1,485,599
4	DUK	Duke Energy CORP	11,293	$1,429,467
5	AEP	American Electric Power Co Inc	4,096	$560,373
6	NEE	Nextera Energy Inc	3,219	$282,531

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,987,705	20,768	+0.6%	Shares	Sole	2026-08-12
2026-03-31	$1,993,138	20,650	+7.6%	Shares	Sole	2026-04-17
2025-12-31	$1,672,844	19,184	-0.7%	Shares	Sole	2026-02-02
2025-09-30	$1,830,672	19,317	-7.4%	Shares	Sole	2025-11-12
2025-06-30	$1,916,032	20,865	+5.9%	Shares	Sole	2025-07-29
2025-03-31	$1,811,415	19,700	-0.0%	Shares	Sole	2025-05-02
2024-12-31	$1,622,280	19,707	+0.3%	Shares	Sole	2025-02-03
2024-09-30	$1,772,397	19,654	+4.0%	Shares	Sole	2024-10-23
2024-06-30	$1,465,452	18,892	+2.9%	Shares	Sole	2024-08-02
2024-03-31	$1,317,002	18,358	+11.3%	Shares	Sole	2024-05-03
2023-12-31	$1,156,980	16,500	+12.0%	Shares	Sole	2024-01-23
2023-09-30	$953,260	14,729	+18.7%	Shares	Sole	2023-10-16
2023-06-30	$871,662	12,408	+8.4%	Shares	Sole	2023-07-27
2023-03-31	$796,621	11,449	+243.0%	Shares	Sole	2023-05-02
2022-12-31	$238,366	3,338	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.