Walser Wealth Management Company, A Ltd Liability Co
Position in SO — Southern Co
CIK 2112280
TAMPA, FL
Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$617,712
+$83,378 QoQ
Shares Held
6,454
+16.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,282
of 2,360 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Walser Wealth Management Company, A Ltd Liability Co holds $1,173,982 across 2 Utilities - Regulated Electric names. SO ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
6,454 | $617,712 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
6,854 | $556,270 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,712 | 6,454 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $534,334 | 5,536 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $435,564 | 4,995 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||