PURSUIT WEALTH STRATEGIES, LLC

Position in SO — Southern Co

CIK 2116904 RALEIGH, NC

Position in SO

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

Position Value

$227,789

-$6,368 QoQ

Shares Held

2,380

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,948

of 2,354 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PURSUIT WEALTH STRATEGIES, LLC holds $3,766,148 across 5 Utilities - Regulated Electric names. SO ranks #5 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	21,134	$2,675,141
2	D	Dominion Energy, Inc	4,704	$321,236
3	AEP	American Electric Power Co Inc	2,231	$305,223
4	NGG	National Grid PLC	2,857	$236,759
5	SO	Southern Co This page	2,380	$227,789

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,789	2,380	-1.9%	Shares	Sole	2026-08-13
2026-03-31	$234,157	2,426	+0.7%	Shares	Sole	2026-05-15
2025-12-31	$209,977	2,408	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.