Baron Wealth Management LLC

Position in SO — Southern Co

CIK 1968507 TROY, MI

Position in SO

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

Position Value

$259,661

+$1,760 QoQ

Shares Held

2,713

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,842

of 2,360 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Baron Wealth Management LLC holds $1,775,799 across 5 Utilities - Regulated Electric names. SO ranks #5 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	3,507	$443,916
2	NEE	Nextera Energy Inc	4,781	$419,628
3	ETR	Entergy Corp /De/	3,056	$351,012
4	ES	Eversource Energy	4,173	$301,582
5	SO	Southern Co This page	2,713	$259,661

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,661	2,713	+1.5%	Shares	Sole	2026-07-07
2026-03-31	$257,901	2,672	-9.9%	Shares	Sole	2026-04-16
2025-12-31	$258,548	2,965	-25.6%	Shares	Sole	2026-01-14
2025-09-30	$377,468	3,983	+25.5%	Shares	Sole	2025-10-20
2025-06-30	$291,468	3,174	+13.8%	Shares	Sole	2025-07-09
2025-03-31	$256,356	2,788	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.