Ponta Wealth Partners, LLC

Position in SO — Southern Co

CIK 2107740 WINTER PARK, FL

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$203,479

New position

Shares Held

2,126

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,042

of 2,360 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ponta Wealth Partners, LLC holds $905,092 across 3 Utilities - Regulated Electric names. SO ranks #3 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	3,313	$419,359
2	XEL	Xcel Energy Inc	3,515	$282,254
3	SO	Southern Co This page	2,126	$203,479

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,479	2,126	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.