SEC 13F Intelligence

Copperwynd Financial, LLC / SO

Copperwynd Financial, LLC’s Southern Co Position

Does Copperwynd Financial, LLC own Southern Co (SO)? Not currently — the last reported position was 28.6K shares worth $2M in Q3 2022; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$2M
Q3 2022
Shares
28.6K
% of Portfolio
+1.12%
Quarters Held
2
position exited

Position History SO

Reported value by quarter
Q2 ’22: $2MQ2 ’22Q3 ’22: $2MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202228.6K$2M+1.12%
Q2 202229.6K$2M+1.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Copperwynd Financial, LLC’s full portfolio or all institutional holders of SO.