Asset One Wealth Management LLC

Position in SO — Southern Co

CIK 2110759 BELLEVUE, WA

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$254,588

-$3,796 QoQ

Shares Held

2,660

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,861

of 2,360 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Asset One Wealth Management LLC holds $6,015,367 across 5 Utilities - Regulated Electric names. SO ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	37,143	$4,701,560
2	AEP	American Electric Power Co Inc	3,939	$538,894
3	NEE	Nextera Energy Inc	3,326	$291,923
4	SO	Southern Co This page	2,660	$254,588
5	WEC	Wec Energy Group, Inc.	1,956	$228,402

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,588	2,660	-0.6%	Shares	Sole	2026-08-13
2026-03-31	$258,384	2,677	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.