AFFINITY WEALTH MANAGEMENT LLC

Position in SO — Southern Co

CIK 810672 WILMINGTON, DE

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$877,564

-$5,690 QoQ

Shares Held

9,169

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,084

of 2,360 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

AFFINITY WEALTH MANAGEMENT LLC holds $1,593,092 across 3 Utilities - Regulated Electric names. SO ranks #1 (55.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	9,169	$877,564
2	DTE	Dte Energy Co	2,459	$374,677
3	ED	Consolidated Edison Inc	3,081	$340,851

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$877,564	9,169	+0.2%	Shares	Sole	2026-07-22
2026-03-31	$883,254	9,151	0.0%	Shares	Sole	2026-04-10
2025-12-31	$797,967	9,151	-1.6%	Shares	Sole	2026-01-15
2025-09-30	$881,645	9,303	-0.4%	Shares	Sole	2025-11-06
2025-06-30	$857,416	9,337	+0.7%	Shares	Sole	2025-07-15
2025-03-31	$852,744	9,274	-0.4%	Shares	Sole	2025-04-11
2024-12-31	$766,316	9,309	0.0%	Shares	Sole	2025-01-21
2024-09-30	$839,485	9,309	+0.2%	Shares	Sole	2024-10-11
2024-06-30	$720,625	9,290	-1.5%	Shares	Sole	2024-07-31
2024-03-31	$676,723	9,433	0.0%	Shares	Sole	2024-04-18
2023-12-31	$661,441	9,433	0.0%	Shares	Sole	2024-01-11
2023-09-30	$610,503	9,433	+0.2%	Shares	Sole	2023-10-24
2023-06-30	$661,474	9,416	+78.1%	Shares	Sole	2023-08-14
2023-03-31	$367,869	5,287	0.0%	Shares	Sole	2023-05-01
2022-12-31	$377,544	5,287	-3.6%	Shares	Sole	2023-02-09
2022-09-30	$373,116	5,487	0.0%	Shares	Sole	2022-11-14
2022-06-30	$391,277	5,487	0.0%	Shares	Sole	2022-08-15
2022-03-31	$397,862	5,487	0.0%	Shares	Sole	2022-05-12
2021-12-31	$376,298	5,487	+0.3%	Shares	Sole	2022-02-08
2021-09-30	$338,913	5,469	+0.3%	Shares	Sole	2021-11-04
2021-06-30	$329,900	5,452	+0.3%	Shares	Sole	2021-08-09
2021-03-31	$337,839	5,435	0.0%	Shares	Sole	2021-05-17
2020-12-31	$333,872	5,435	+53.7%	Shares	Sole	2021-02-12
2020-09-30	$191,667	3,535	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.