MORRIS FINANCIAL CONCEPTS, INC.

Position in SO — Southern Co

CIK 1387386 MOUNT PLEASANT, SC

Position in SO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$287,895

-$6,201 QoQ

Shares Held

3,008

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#1,751

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MORRIS FINANCIAL CONCEPTS, INC. holds $503,896 across 2 Utilities - Regulated Electric names. SO ranks #1 (57.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co This page	3,008	$287,895
2	D	Dominion Energy, Inc	3,163	$216,001

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,895	3,008	-1.3%	Shares	Sole	2026-07-29
2026-03-31	$294,096	3,047	-11.5%	Shares	Sole	2026-04-17
2025-12-31	$300,229	3,443	-1.5%	Shares	Sole	2026-02-09
2025-09-30	$331,315	3,496	+0.3%	Shares	Sole	2025-10-21
2025-06-30	$320,027	3,485	+5.5%	Shares	Sole	2025-07-28
2025-03-31	$303,802	3,304	-9.4%	Shares	Sole	2025-04-29
2024-12-31	$300,138	3,646	+10.3%	Shares	Sole	2025-01-29
2024-09-30	$298,135	3,306	+0.3%	Shares	Sole	2024-10-30
2024-06-30	$255,670	3,296	+2.4%	Shares	Sole	2024-07-29
2024-03-31	$230,931	3,219	-6.1%	Shares	Sole	2024-04-18
2023-12-31	$240,441	3,429	-3.5%	Shares	Sole	2024-01-29
2023-09-30	$230,079	3,555	-17.4%	Shares	Sole	2023-10-24
2023-06-30	$302,426	4,305	-7.4%	Shares	Sole	2023-08-09
2023-03-31	$323,338	4,647	-5.0%	Shares	Sole	2023-05-10
2022-12-31	$349,194	4,890	-4.5%	Shares	Sole	2023-01-19
2022-09-30	$348,228	5,121	+23.5%	Shares	Sole	2022-10-25
2022-06-30	$295,651	4,146	-0.2%	Shares	Sole	2022-07-25
2022-03-31	$301,206	4,154	-1.0%	Shares	Sole	2022-04-29
2021-12-31	$287,693	4,195	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.