HBK Sorce Advisory LLC

Position in SO — Southern Co

CIK 1379995 ERIE, PA

Position in SO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$903,215

+$23,436 QoQ

Shares Held

9,437

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,069

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

HBK Sorce Advisory LLC holds $16,403,386 across 18 Utilities - Regulated Electric names. SO ranks #7 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	44,959	$3,946,051
2	DUK	Duke Energy CORP	12,668	$1,603,515
3	EXC	Exelon Corp	27,078	$1,262,376
4	AEP	American Electric Power Co Inc	8,729	$1,194,214
5	PPL	PPL Corp	30,869	$1,122,088
6	D	Dominion Energy, Inc	14,014	$957,016
7	SO	Southern Co This page	9,437	$903,215
8	LNT	Alliant Energy Corp	10,892	$830,950

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$903,215	9,437	+3.5%	Shares	Sole	2026-08-06
2026-03-31	$879,779	9,115	+3.9%	Shares	Sole	2026-05-11
2025-12-31	$764,918	8,772	+5.4%	Shares	Sole	2026-02-09
2025-09-30	$788,865	8,324	+15.1%	Shares	Sole	2025-10-16
2025-06-30	$663,839	7,229	-0.2%	Shares	Sole	2025-08-04
2025-03-31	$665,809	7,241	-30.5%	Shares	Sole	2025-04-23
2024-12-31	$858,103	10,424	+1.7%	Shares	Sole	2025-02-10
2024-09-30	$924,074	10,247	-5.6%	Shares	Sole	2024-11-12
2024-06-30	$841,789	10,852	+4.6%	Shares	Sole	2024-08-08
2024-03-31	$744,230	10,374	+1.0%	Shares	Sole	2024-05-09
2023-12-31	$720,553	10,276	-3.1%	Shares	Sole	2024-01-25
2023-09-30	$686,679	10,610	+3.8%	Shares	Sole	2023-11-06
2023-06-30	$718,095	10,222	-13.1%	Shares	Sole	2023-08-04
2023-03-31	$818,608	11,765	-51.4%	Shares	Sole	2023-08-15
2022-12-31	$1,727,407	24,190	+98.9%	Shares	Sole	2023-02-09
2022-09-30	$826,880	12,160	+46.9%	Shares	Sole	2022-11-14
2022-06-30	$590,161	8,276	-30.2%	Shares	Sole	2022-08-15
2022-03-31	$859,461	11,853	+2.0%	Shares	Sole	2022-05-13
2021-12-31	$797,036	11,622	-4.8%	Shares	Sole	2022-02-15
2021-09-30	$756,157	12,202	+16.2%	Shares	Sole	2021-11-15
2021-06-30	$635,355	10,500	+11.9%	Shares	Sole	2021-08-12
2021-03-31	$583,060	9,380	-10.0%	Shares	Sole	2021-05-14
2020-12-31	$640,223	10,422	+4.0%	Shares	Sole	2021-02-12
2020-09-30	$543,447	10,023	-2.2%	Shares	Sole	2020-11-13
2020-06-30	$531,151	10,244	-22.0%	Shares	Sole	2020-08-14
2020-03-31	$711,291	13,138	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.