Capstone Wealth Management, LLC

Position in SO — Southern Co

CIK 2019411 TUSCALOOSA, AL

Position in SO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$752,950

-$3,670 QoQ

Shares Held

7,867

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#1,179

of 2,360 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Capstone Wealth Management, LLC holds $2,189,321 across 4 Utilities - Regulated Electric names. SO ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	7,867	$752,950
2	PCG	PG&E Corp	33,593	$565,034
3	EIX	Edison International	6,024	$448,486
4	ES	Eversource Energy	5,851	$422,851

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$752,950	7,867	+0.4%	Shares	Sole	2026-07-23
2026-03-31	$756,620	7,839	+0.5%	Shares	Sole	2026-04-16
2025-12-31	$679,985	7,798	+12.4%	Shares	Sole	2026-01-20
2025-09-30	$657,703	6,940	+14.9%	Shares	Sole	2025-10-09
2025-06-30	$554,561	6,039	+0.1%	Shares	Sole	2025-07-14
2025-03-31	$554,918	6,035	-13.0%	Shares	Sole	2025-04-16
2024-12-31	$571,053	6,937	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.