IAMS WEALTH MANAGEMENT, LLC

Position in SO — Southern Co

CIK 1998182 OMAHA, NE

Position in SO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$627,091

+$178,756 QoQ

Shares Held

6,552

+41.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,271

of 2,360 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

IAMS WEALTH MANAGEMENT, LLC holds $2,990,119 across 4 Utilities - Regulated Electric names. SO ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	14,561	$1,258,507
2	SO	Southern Co This page	6,552	$627,091
3	EIX	Edison International	7,509	$559,045
4	PEG	Public Service Enterprise Group Inc	6,721	$545,476

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$627,091	6,552	+41.1%	Shares	Sole	2026-07-16
2026-03-31	$448,335	4,645	+9.3%	Shares	Sole	2026-04-15
2025-12-31	$370,687	4,251	+39.1%	Shares	Sole	2026-01-26
2025-09-30	$289,711	3,057	+38.9%	Shares	Sole	2025-10-15
2025-06-30	$202,117	2,201	—	Shares	Sole	2025-07-14
No filing history on record for this holder in this stock.