Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$405,906
-$2,663 QoQ
Shares Held
4,241
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,536
of 2,360 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MEMBERS WEALTH LLC holds $405,906 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
4,241 | $405,906 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,906 | 4,241 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $408,569 | 4,233 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $387,952 | 4,449 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $419,357 | 4,425 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $410,740 | 4,467 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $366,653 | 4,454 | Shares | Sole | 2025-03-17 | |
| 2024-06-30 | $347,203 | 4,476 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||