FOUNDERS GROVE WEALTH PARTNERS, LLC

Position in SO — Southern Co

CIK 2046157 RICHMOND, VA

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$266,552

-$26,965 QoQ

Shares Held

2,785

-8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,817

of 2,356 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

FOUNDERS GROVE WEALTH PARTNERS, LLC holds $788,015 across 3 Utilities - Regulated Electric names. SO ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	2,486	$314,677
2	SO	Southern Co This page	2,785	$266,552
3	NEE	Nextera Energy Inc	2,356	$206,786

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,552	2,785	-8.4%	Shares	Sole	2026-07-22
2026-03-31	$293,517	3,041	+22.1%	Shares	Sole	2026-04-15
2025-12-31	$217,128	2,490	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.