MINDSET WEALTH MANAGEMENT, LLC

Position in SO — Southern Co

CIK 2044232 INDIANAPOLIS, IN

Position in SO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$607,471

-$3,597 QoQ

Shares Held

6,347

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,292

of 2,354 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MINDSET WEALTH MANAGEMENT, LLC holds $2,153,074 across 6 Utilities - Regulated Electric names. SO ranks #1 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	6,347	$607,471
2	DUK	Duke Energy CORP	3,805	$481,636
3	AEE	Ameren Corp	3,087	$348,954
4	ES	Eversource Energy	3,836	$277,227
5	XEL	Xcel Energy Inc	2,806	$225,321
6	AEP	American Electric Power Co Inc	1,553	$212,465

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$607,471	6,347	+0.3%	Shares	Sole	2026-08-04
2026-03-31	$611,068	6,331	+0.0%	Shares	Sole	2026-04-22
2025-12-31	$551,888	6,329	+0.0%	Shares	Sole	2026-02-12
2025-09-30	$599,609	6,327	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$580,824	6,325	+18.1%	Shares	Sole	2025-08-11
2025-03-31	$492,484	5,356	+24.2%	Shares	Sole	2025-05-15
2024-12-31	$355,046	4,313	+6.0%	Shares	Sole	2025-02-11
2024-09-30	$366,942	4,069	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.