LeConte Wealth Management, LLC

Position in SO — Southern Co

CIK 2060443 Maryville, TN

Position in SO

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

Position Value

$1,810,258

+$819,577 QoQ

Shares Held

18,914

+84.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#793

of 2,360 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LeConte Wealth Management, LLC holds $3,454,387 across 5 Utilities - Regulated Electric names. SO ranks #1 (52.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	18,914	$1,810,258
2	NEE	Nextera Energy Inc	5,835	$512,137
3	DUK	Duke Energy CORP	3,921	$496,320
4	AEP	American Electric Power Co Inc	2,902	$397,022
5	FE	Firstenergy Corp	5,020	$238,650

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,810,258	18,914	+84.3%	Shares	Sole	2026-08-07
2026-03-31	$990,681	10,264	+91.6%	Shares	Sole	2026-05-12
2025-12-31	$467,043	5,356	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.