Grant Private Wealth Management Inc

Position in SO — Southern Co

CIK 2056418 PLEASANTON, CA

Position in SO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$261,862

+$50,773 QoQ

Shares Held

2,736

+25.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,830

of 2,354 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Grant Private Wealth Management Inc holds $1,534,885 across 3 Utilities - Regulated Electric names. SO ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	6,606	$836,187
2	WEC	Wec Energy Group, Inc.	3,741	$436,836
3	SO	Southern Co This page	2,736	$261,862

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,862	2,736	+25.1%	Shares	Sole	2026-07-07
2026-03-31	$211,089	2,187	-96.4%	Shares	Sole	2026-04-14
2025-06-30	$5,584,274	60,811	—	Shares	Sole	2025-07-11
No filing history on record for this holder in this stock.