Sunpointe, LLC

Position in SO — Southern Co

CIK 2012181 ST. LOUIS, MO

Position in SO

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

Position Value

$231,905

-$901 QoQ

Shares Held

2,423

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,936

of 2,354 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sunpointe, LLC holds $2,158,014 across 6 Utilities - Regulated Electric names. SO ranks #6 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	6,093	$534,782
2	WEC	Wec Energy Group, Inc.	3,581	$418,153
3	NGG	National Grid PLC	4,179	$346,313
4	FE	Firstenergy Corp	6,628	$315,095
5	DUK	Duke Energy CORP	2,463	$311,766
6	SO	Southern Co This page	2,423	$231,905

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,905	2,423	+0.5%	Shares	Defined	2026-07-24
2026-03-31	$232,806	2,412	+8.9%	Shares	Sole	2026-04-21
2025-09-30	$209,915	2,215	-9.5%	Shares	Defined	2025-11-12
2025-06-30	$224,799	2,448	-13.1%	Shares	Sole	2025-07-09
2025-03-31	$259,115	2,818	-8.2%	Shares	Defined	2025-05-07
2024-12-31	$252,640	3,069	+3.2%	Shares	Defined	2025-02-03
2024-09-30	$268,285	2,975	-22.8%	Shares	Defined	2024-10-16
2024-06-30	$298,877	3,853	-20.9%	Shares	Defined	2024-07-22
2024-03-31	$349,445	4,871	+4.1%	Shares	Defined	2024-04-15
2023-12-31	$328,161	4,680	—	Shares	Defined	2024-02-20
No filing history on record for this holder in this stock.