HIGHLINE WEALTH PARTNERS LLC

Position in SO — Southern Co

CIK 2042654 SHERMAN OAKS, CA

Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$302,922

+$235,745 QoQ

Shares Held

3,165

+354.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,714

of 2,359 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HIGHLINE WEALTH PARTNERS LLC holds $666,726 across 27 Utilities - Regulated Electric names. SO ranks #1 (45.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	3,165	$302,922
2	NEE	Nextera Energy Inc	827	$72,585
3	EIX	Edison International	479	$35,661
4	AEE	Ameren Corp	292	$33,007
5	AEP	American Electric Power Co Inc	237	$32,423
6	DUK	Duke Energy CORP	232	$29,366
7	EXC	Exelon Corp	517	$24,102
8	ES	Eversource Energy	227	$16,405

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,922	3,165	+354.7%	Shares	Sole	2026-07-15
2026-03-31	$67,177	696	-0.1%	Shares	Sole	2026-04-06
2025-12-31	$60,778	697	-95.6%	Shares	Sole	2026-01-15
2025-09-30	$1,484,761	15,667	+0.7%	Shares	Sole	2025-10-14
2025-06-30	$1,428,966	15,561	+0.0%	Shares	Sole	2025-07-16
2025-03-31	$1,430,742	15,560	+1.6%	Shares	Sole	2025-04-17
2024-12-31	$1,260,154	15,308	+0.7%	Shares	Sole	2025-01-10
2024-09-30	$1,370,285	15,195	+0.1%	Shares	Sole	2024-10-25
2024-06-30	$1,177,435	15,179	+0.0%	Shares	Sole	2024-10-28
2024-03-31	$1,088,439	15,172	+0.0%	Shares	Sole	2024-10-28
2023-12-31	$1,063,790	15,171	+0.7%	Shares	Sole	2024-10-29
2023-09-30	$974,747	15,061	0.0%	Shares	Sole	2024-10-29
2023-06-30	$1,058,035	15,061	0.0%	Shares	Sole	2024-10-29
2023-03-31	$1,047,944	15,061	0.0%	Shares	Sole	2024-10-29
2022-12-31	$1,075,506	15,061	0.0%	Shares	Sole	2024-10-29
2022-09-30	$1,024,148	15,061	—	Shares	Sole	2024-10-29
No filing history on record for this holder in this stock.