Caliber Wealth Management, LLC / KS

Position in SO — Southern Co

CIK 2067120 Overland Park, KS

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$259,373

-$23,420 QoQ

Shares Held

2,710

-9.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,844

of 2,360 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Caliber Wealth Management, LLC / KS holds $7,667,116 across 6 Utilities - Regulated Electric names. SO ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	38,314	$3,362,819
2	ETR	Entergy Corp /De/	28,470	$3,270,064
3	EVRG	Evergy, Inc.	3,953	$341,657
4	SO	Southern Co This page	2,710	$259,373
5	PEG	Public Service Enterprise Group Inc	2,705	$219,537
6	DUK	Duke Energy CORP	1,688	$213,666

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,373	2,710	-9.2%	Shares	Defined	2026-07-22
2025-09-30	$282,793	2,984	-35.7%	Shares	Sole	2025-11-05
2025-06-30	$425,907	4,638	—	Shares	Sole	2025-07-30
No filing history on record for this holder in this stock.