Gibbs Wealth Management

Position in SO — Southern Co

CIK 2081110 Alpharetta, GA

Position in SO

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$314,655

+$29,511 QoQ

Shares Held

3,260

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Gibbs Wealth Management holds $5,016,845 across 6 Utilities - Regulated Electric names. SO ranks #6 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	103,049	$1,810,570
2	DUK	Duke Energy CORP	9,049	$1,184,876
3	NEE	Nextera Energy Inc	6,569	$610,128
4	AEP	American Electric Power Co Inc	4,313	$565,348
5	WEC	Wec Energy Group, Inc.	4,589	$531,268
6	SO	Southern Co This page	3,260	$314,655

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$314,655	3,260	-0.3%	Shares	Other	2026-05-13
2025-12-31	$285,144	3,270	+0.3%	Shares	Sole	2026-01-23
2025-09-30	$308,855	3,259	-1.7%	Shares	Sole	2025-10-30
2025-03-31	$304,998	3,317	+5.2%	Shares	Sole	2025-11-04
2024-12-31	$259,472	3,152	+0.5%	Shares	Sole	2025-11-04
2024-09-30	$282,894	3,137	+0.5%	Shares	Sole	2025-11-04
2024-06-30	$242,173	3,122	+0.5%	Shares	Sole	2025-11-04
2024-03-31	$222,896	3,107	—	Shares	Sole	2025-11-04
No filing history on record for this holder in this stock.