Mowery & Schoenfeld Wealth Management, LLC
Position in SO — Southern Co
CIK 2019946
LINCOLNSHIRE, IL
Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,069
-$119 QoQ
Shares Held
147
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,281
of 2,360 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $937,706 across 11 Utilities - Regulated Electric names. SO ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
2,133 | $249,070 | |
| 2 | NEE |
Nextera Energy Inc
|
2,304 | $202,222 | |
| 3 | EXC |
Exelon Corp
|
3,454 | $161,025 | |
| 4 | EVRG |
Evergy, Inc.
|
976 | $84,355 | |
| 5 | LNT |
Alliant Energy Corp
|
1,004 | $76,595 | |
| 6 | DTE |
Dte Energy Co
|
344 | $52,415 | |
| 7 | ES |
Eversource Energy
|
708 | $51,167 | |
| 8 | EIX |
Edison International
|
403 | $30,003 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,069 | 147 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,188 | 147 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $12,818 | 147 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,931 | 147 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $13,499 | 147 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $84,042 | 914 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $13,829 | 168 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||