LongView Wealth Management

Position in SO — Southern Co

CIK 1990190 ATLANTA, GA

Position in SO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,033,550

-$982,700 QoQ

Shares Held

21,247

-32.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.96%

of 13F equity value

Holder Rank

#754

of 2,359 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LongView Wealth Management holds $3,276,922 across 3 Utilities - Regulated Electric names. SO ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	21,247	$2,033,550
2	DUK	Duke Energy CORP	7,828	$990,868
3	NGG	National Grid PLC	3,047	$252,504

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,033,550	21,247	-32.0%	Shares	Sole	2026-07-17
2026-03-31	$3,016,250	31,250	-10.1%	Shares	Sole	2026-04-15
2025-12-31	$3,029,851	34,746	-4.5%	Shares	Sole	2026-01-13
2025-09-30	$3,448,395	36,387	-1.1%	Shares	Sole	2025-10-14
2025-06-30	$3,377,874	36,784	-5.5%	Shares	Sole	2025-07-11
2025-03-31	$3,579,061	38,924	-4.3%	Shares	Sole	2025-04-21
2024-12-31	$3,348,612	40,678	+0.0%	Shares	Sole	2025-01-15
2024-09-30	$3,667,079	40,664	+5.2%	Shares	Sole	2024-10-09
2024-06-30	$2,997,692	38,645	-3.8%	Shares	Sole	2024-07-22
2024-03-31	$2,880,432	40,151	-4.7%	Shares	Sole	2024-04-16
2023-12-31	$2,954,646	42,137	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.