POWER WEALTH MANAGEMENT LLC

Position in SO — Southern Co

CIK 2001039 ALPHARETTA, GA

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$270,955

-$652 QoQ

Shares Held

2,831

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,802

of 2,359 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

POWER WEALTH MANAGEMENT LLC holds $1,994,244 across 5 Utilities - Regulated Electric names. SO ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	10,262	$900,695
2	D	Dominion Energy, Inc	5,715	$390,277
3	SO	Southern Co This page	2,831	$270,955
4	EIX	Edison International	2,982	$222,009
5	ETR	Entergy Corp /De/	1,831	$210,308

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,955	2,831	+0.6%	Shares	Sole	2026-08-03
2026-03-31	$271,607	2,814	-19.1%	Shares	Sole	2026-05-14
2025-12-31	$303,194	3,477	+0.5%	Shares	Sole	2026-02-17
2025-09-30	$327,809	3,459	+0.5%	Shares	Sole	2025-11-12
2025-06-30	$316,078	3,442	+7.4%	Shares	Sole	2025-08-12
2025-03-31	$294,607	3,204	+0.8%	Shares	Sole	2025-05-14
2024-12-31	$261,777	3,180	+0.5%	Shares	Sole	2025-02-13
2024-09-30	$285,239	3,163	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.