SUMMIT WEALTH GROUP LLC / CO

Position in SO — Southern Co

CIK 2081278 COLORADO SPRINGS, CO

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$712,465

+$41,845 QoQ

Shares Held

7,444

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,203

of 2,359 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Utilities · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $2,628,721 across 6 Utilities - Regulated Electric names. SO ranks #1 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	7,444	$712,465
2	NEE	Nextera Energy Inc	6,359	$558,129
3	IDA	Idacorp Inc	2,394	$362,212
4	D	Dominion Energy, Inc	5,094	$347,869
5	DUK	Duke Energy CORP	2,598	$328,854
6	XEL	Xcel Energy Inc	3,975	$319,192

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$712,465	7,444	+7.1%	Shares	Sole	2026-07-28
2026-03-31	$670,620	6,948	+27.3%	Shares	Sole	2026-04-23
2025-12-31	$475,850	5,457	+1.0%	Shares	Sole	2026-02-04
2025-06-30	$496,065	5,402	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.