Mascagni Wealth Management, Inc.

Position in SO — Southern Co

CIK 2063074 CLINTON, MS

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$209,509

-$1,483 QoQ

Shares Held

2,189

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#2,015

of 2,360 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Mascagni Wealth Management, Inc. holds $668,288 across 3 Utilities - Regulated Electric names. SO ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	2,252	$258,664
2	SO	Southern Co This page	2,189	$209,509
3	NEE	Nextera Energy Inc	2,280	$200,115

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,509	2,189	+0.1%	Shares	Sole	2026-07-31
2026-03-31	$210,992	2,186	—	Shares	Sole	2026-05-19
No filing history on record for this holder in this stock.