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Traveka Wealth, LLC

Position in SO — Southern Co

CIK 2009176 LOS ALTOS, CA

Position in SO

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$230,086
+$4,712 QoQ
Shares Held
2,404
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,941
of 2,354 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Traveka Wealth, LLC holds $935,284 across 5 Utilities - Regulated Electric names. SO ranks #2 (24.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SO
Southern Co
This page
2,404 $230,086

All Filings in SO

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $230,086 2,404
2026-03-31 $225,374 2,335
2025-12-31 $206,228 2,365
2025-09-30 $243,937 2,574
2025-06-30 $228,564 2,489
2025-03-31 $233,369 2,538