Atlas Brown,Inc.

Position in SO — Southern Co

CIK 1388168 LOUISVILLE, KY

Position in SO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$520,949

-$2,865 QoQ

Shares Held

5,443

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,378

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

Atlas Brown,Inc. holds $2,985,963 across 3 Utilities - Regulated Electric names. SO ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	14,752	$1,294,782
2	DUK	Duke Energy CORP	9,245	$1,170,232
3	SO	Southern Co This page	5,443	$520,949

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$520,949	5,443	+0.3%	Shares	Defined	2026-07-09
2026-03-31	$523,814	5,427	+0.6%	Shares	Defined	2026-04-17
2025-12-31	$470,531	5,396	+0.1%	Shares	Defined	2026-01-09
2025-09-30	$511,094	5,393	-2.9%	Shares	Defined	2025-10-17
2025-06-30	$510,023	5,554	-10.1%	Shares	Sole	2025-07-08
2025-03-31	$567,975	6,177	+1.2%	Shares	Sole	2025-04-08
2024-12-31	$502,481	6,104	+0.3%	Shares	Sole	2025-01-10
2024-09-30	$548,835	6,086	-17.9%	Shares	Sole	2024-10-18
2024-06-30	$575,181	7,415	+0.8%	Shares	Sole	2024-07-23
2024-03-31	$527,934	7,359	-16.6%	Shares	Sole	2024-04-08
2023-12-31	$618,458	8,820	+2.9%	Shares	Sole	2024-01-18
2023-09-30	$554,585	8,569	+0.6%	Shares	Sole	2023-10-17
2023-06-30	$598,249	8,516	+0.6%	Shares	Sole	2023-07-18
2023-03-31	$589,064	8,466	+0.6%	Shares	Sole	2023-04-21
2022-12-31	$600,772	8,413	-22.8%	Shares	Sole	2023-01-05
2022-09-30	$741,268	10,901	+0.4%	Shares	Sole	2022-10-06
2022-06-30	$774,141	10,856	+0.4%	Shares	Sole	2022-07-15
2022-03-31	$783,760	10,809	-0.1%	Shares	Sole	2022-04-14
2021-12-31	$742,172	10,822	+0.9%	Shares	Sole	2022-01-18
2021-09-30	$664,566	10,724	-5.5%	Shares	Sole	2021-10-14
2021-06-30	$686,788	11,350	+1.8%	Shares	Sole	2021-07-19
2021-03-31	$693,021	11,149	+7.5%	Shares	Sole	2021-04-13
2020-12-31	$637,029	10,370	+0.0%	Shares	Sole	2021-01-19
2020-09-30	$562,098	10,367	+5.2%	Shares	Sole	2020-10-15
2020-06-30	$510,929	9,854	-0.8%	Shares	Sole	2020-07-21
2020-03-31	$537,935	9,936	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.