Rockline Wealth Management, LLC

Position in SO — Southern Co

CIK 2005098 Islip Terrace, NY

Position in SO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,140,245

-$78,986 QoQ

Shares Held

32,810

-1.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#602

of 2,360 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Rockline Wealth Management, LLC holds $12,608,691 across 3 Utilities - Regulated Electric names. SO ranks #3 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	57,654	$5,060,291
2	AEP	American Electric Power Co Inc	32,221	$4,408,155
3	SO	Southern Co This page	32,810	$3,140,245

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,140,245	32,810	-1.6%	Shares	Sole	2026-07-24
2026-03-31	$3,219,231	33,353	-2.5%	Shares	Sole	2026-04-30
2025-12-31	$2,982,501	34,203	+2.5%	Shares	Sole	2026-02-10
2025-09-30	$3,161,053	33,355	+0.1%	Shares	Sole	2025-11-03
2025-06-30	$3,059,500	33,317	+1.1%	Shares	Sole	2025-08-05
2025-03-31	$3,030,120	32,954	+3.9%	Shares	Sole	2025-04-22
2024-12-31	$2,611,766	31,727	+6.1%	Shares	Sole	2025-01-27
2024-09-30	$2,695,931	29,895	+3.2%	Shares	Sole	2024-10-17
2024-06-30	$2,248,056	28,981	+1.8%	Shares	Sole	2024-08-01
2024-03-31	$2,042,796	28,475	+2.6%	Shares	Sole	2024-05-01
2023-12-31	$1,945,409	27,744	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.