SILVERLAKE WEALTH MANAGEMENT LLC

Position in SO — Southern Co

CIK 1966026 WILLISTON, VT

Position in SO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,037,400

-$8,104 QoQ

Shares Held

10,839

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#996

of 2,356 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SILVERLAKE WEALTH MANAGEMENT LLC holds $2,441,172 across 4 Utilities - Regulated Electric names. SO ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	10,839	$1,037,400
2	DUK	Duke Energy CORP	5,959	$754,290
3	NEE	Nextera Energy Inc	5,057	$443,852
4	EIX	Edison International	2,762	$205,630

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,037,400	10,839	+0.1%	Shares	Sole	2026-08-06
2026-03-31	$1,045,504	10,832	-0.1%	Shares	Sole	2026-04-15
2025-12-31	$945,335	10,841	-0.4%	Shares	Sole	2026-01-09
2025-09-30	$1,031,287	10,882	+0.1%	Shares	Sole	2025-10-28
2025-06-30	$998,651	10,875	+4.9%	Shares	Sole	2025-08-25
2025-03-31	$953,521	10,370	-3.0%	Shares	Sole	2025-04-30
2024-12-31	$880,330	10,694	-0.2%	Shares	Sole	2025-01-27
2024-09-30	$966,549	10,718	0.0%	Shares	Sole	2024-10-10
2024-06-30	$831,395	10,718	-4.8%	Shares	Sole	2024-08-02
2024-03-31	$808,079	11,264	+5.7%	Shares	Sole	2024-04-18
2023-12-31	$746,918	10,652	-2.1%	Shares	Sole	2024-01-22
2023-09-30	$704,347	10,883	-2.3%	Shares	Sole	2023-10-10
2023-06-30	$782,444	11,138	-0.4%	Shares	Sole	2023-07-25
2023-03-31	$777,765	11,178	+1.2%	Shares	Sole	2023-04-13
2022-12-31	$788,509	11,042	+0.0%	Shares	Sole	2023-02-16
2022-09-30	$750,516	11,037	-3.5%	Shares	Sole	2023-04-06
2022-06-30	$815,501	11,436	+0.0%	Shares	Sole	2023-04-06
2022-03-31	$828,861	11,431	+0.3%	Shares	Sole	2023-04-06
2021-12-31	$781,537	11,396	—	Shares	Sole	2023-04-06
No filing history on record for this holder in this stock.