Maridea Wealth Management LLC

Position in SO — Southern Co

CIK 2056245 BROOKLYN, NY

Position in SO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$413,467

-$152,043 QoQ

Shares Held

4,320

-26.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,524

of 2,360 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Maridea Wealth Management LLC holds $2,889,579 across 5 Utilities - Regulated Electric names. SO ranks #4 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	10,705	$939,577
2	D	Dominion Energy, Inc	11,493	$784,856
3	AEP	American Electric Power Co Inc	3,628	$496,346
4	SO	Southern Co This page	4,320	$413,467
5	ETR	Entergy Corp /De/	2,223	$255,333

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$413,467	4,320	-26.3%	Shares	Sole	2026-08-06
2026-03-31	$565,510	5,859	+65.2%	Shares	Sole	2026-04-21
2025-12-31	$309,298	3,547	-35.8%	Shares	Sole	2026-01-08
2025-09-30	$523,983	5,529	-66.4%	Shares	Sole	2025-11-07
2025-06-30	$1,509,685	16,440	—	Shares	Sole	2025-07-16
No filing history on record for this holder in this stock.