Root Financial Partners, LLC

Position in SO — Southern Co

CIK 1977181 ENCINITAS, CA

Position in SO

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$149,895

+$58,423 QoQ

Shares Held

1,553

+48.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,118,371 across 4 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	22,429	$377,255
2	NEE	Nextera Energy Inc	2,879	$252,689
3	ES	Eversource Energy	3,468	$250,632
4	LNT	Alliant Energy Corp	3,117	$237,795

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$149,895	1,553	+48.0%	Shares	Sole	2026-04-24
2025-12-31	$91,472	1,049	+7.0%	Shares	Sole	2026-02-10
2025-09-30	$92,874	980	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.