SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

Position in SO — Southern Co

CIK 2016209 CINCINNATI, OH

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Position in SO

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$471,403

+$45,519 QoQ

Shares Held

4,884

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co holds $1,520,728 across 4 Utilities - Regulated Electric names. SO ranks #1 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	4,884	$471,403
2	DUK	Duke Energy CORP	3,448	$451,481
3	LNT	Alliant Energy Corp	4,400	$315,744
4	PNW	Pinnacle West Capital Corp	2,800	$282,100

All Filings in SO

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$471,403	4,884	0.0%	Shares	Sole	2026-05-06
2025-12-31	$425,884	4,884	0.0%	Shares	Sole	2026-01-20
2025-09-30	$462,856	4,884	0.0%	Shares	Sole	2025-11-06
2025-06-30	$448,497	4,884	-4.3%	Shares	Sole	2025-08-12
2025-03-31	$469,036	5,101	-40.2%	Shares	Sole	2025-05-13
2024-12-31	$702,024	8,528	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.