SEC 13F Intelligence

High Point Wealth Management, LLC / SO

High Point Wealth Management, LLC’s Southern Co Position

Does High Point Wealth Management, LLC own Southern Co (SO)? Yes36.9K shares worth $4M (+3.44% of its 13F portfolio) as of Q1 2026, up from 35.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
36.9K
% of Portfolio
+3.44%
Quarters Held
2
currently held

Position History SO

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.9K$4M+3.44%
Q4 202535.6K$3M+2.91%

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