PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in SO — Southern Co
CIK 2145782
WALTHAM, MA
Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$33,019
-$280 QoQ
Shares Held
345
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,223
of 2,360 holders
Holding Since
Mar 2024
10 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $879,149 across 6 Utilities - Regulated Electric names. SO ranks #4 (3.8% of the industry book) .
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,019 | 345 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $33,299 | 345 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $30,084 | 345 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $32,695 | 345 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $31,681 | 345 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $31,722 | 345 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $28,400 | 345 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $31,112 | 345 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $26,761 | 345 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $24,750 | 345 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||