Nova Wealth Management, Inc.

Position in SO — Southern Co

CIK 2051980 BONITA SPRINGS, FL

Position in SO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$4,498

-$2,065 QoQ

Shares Held

-30.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,315

of 2,360 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Nova Wealth Management, Inc. holds $98,653 across 7 Utilities - Regulated Electric names. SO ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	302	$38,227
2	NEE	Nextera Energy Inc	395	$34,669
3	WEC	Wec Energy Group, Inc.	148	$17,281
4	SO	Southern Co This page	47	$4,498
5	FE	Firstenergy Corp	55	$2,614
6	EXC	Exelon Corp	17	$792
7	CNP	Centerpoint Energy Inc	13	$572

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,498	47	-30.9%	Shares	Sole	2026-07-13
2026-03-31	$6,563	68	-9.3%	Shares	Sole	2026-04-14
2025-12-31	$6,540	75	0.0%	Shares	Sole	2026-01-14
2025-09-30	$7,107	75	0.0%	Shares	Sole	2025-10-07
2025-06-30	$6,887	75	+971.4%	Shares	Sole	2025-07-07
2025-03-31	$643	7	0.0%	Shares	Sole	2025-05-15
2024-12-31	$576	7	—	Shares	Sole	2025-05-29
No filing history on record for this holder in this stock.