MAINSTAY CAPITAL MANAGEMENT LLC /ADV

Position in SO — Southern Co

CIK 1127612 GRAND BLANC, MI

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,111,701

+$38,364 QoQ

Shares Held

42,960

+1.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#520

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MAINSTAY CAPITAL MANAGEMENT LLC /ADV holds $6,708,949 across 4 Utilities - Regulated Electric names. SO ranks #1 (61.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	42,960	$4,111,701
2	AEP	American Electric Power Co Inc	13,493	$1,845,977
3	D	Dominion Energy, Inc	7,959	$543,520
4	NEE	Nextera Energy Inc	2,367	$207,751

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,111,701	42,960	+1.8%	Shares	Sole	2026-08-12
2026-03-31	$4,073,337	42,202	+2.5%	Shares	Sole	2026-05-12
2025-12-31	$3,589,413	41,163	-4.5%	Shares	Sole	2026-01-27
2025-09-30	$4,086,766	43,123	-49.7%	Shares	Sole	2025-12-10
2025-06-30	$7,873,871	85,744	+108.7%	Shares	Sole	2025-07-24
2025-03-31	$3,778,501	41,093	-0.3%	Shares	Sole	2025-05-05
2024-12-31	$3,392,983	41,217	+1.3%	Shares	Sole	2025-02-04
2024-09-30	$3,670,596	40,703	-0.3%	Shares	Sole	2024-10-23
2024-06-30	$3,167,183	40,830	+3.1%	Shares	Sole	2024-07-30
2024-03-31	$2,842,410	39,621	+4.3%	Shares	Sole	2024-04-30
2023-12-31	$2,663,999	37,992	+19.2%	Shares	Sole	2024-01-25
2023-09-30	$2,062,432	31,867	+5.4%	Shares	Sole	2023-10-26
2023-06-30	$2,124,149	30,237	-5.5%	Shares	Sole	2023-07-25
2023-03-31	$2,226,838	32,004	+5.5%	Shares	Sole	2023-05-03
2022-12-31	$2,165,436	30,324	+5.3%	Shares	Sole	2023-02-14
2022-09-30	$1,958,128	28,796	+14.0%	Shares	Sole	2022-11-15
2022-06-30	$1,801,005	25,256	+0.5%	Shares	Sole	2022-08-05
2022-03-31	$1,822,901	25,140	-2.1%	Shares	Sole	2022-05-10
2021-12-31	$1,761,957	25,692	+23.3%	Shares	Sole	2022-02-15
2021-09-30	$1,291,702	20,844	-15.6%	Shares	Sole	2021-11-12
2021-06-30	$1,495,020	24,707	+0.8%	Shares	Sole	2021-08-06
2021-03-31	$1,523,790	24,514	-2.5%	Shares	Sole	2021-05-13
2020-12-31	$1,545,210	25,154	-15.4%	Shares	Sole	2021-03-04
2020-09-30	$1,612,719	29,744	-7.9%	Shares	Sole	2020-11-13
2020-06-30	$1,674,599	32,297	-5.0%	Shares	Sole	2020-07-23
2020-03-31	$1,840,326	33,992	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.