INTERACTIVE FINANCIAL ADVISORS, INC.

Position in SO — Southern Co

CIK 1419099 New Lenox, IL

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$211,327

-$1,789 QoQ

Shares Held

2,208

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#2,002

of 2,360 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

INTERACTIVE FINANCIAL ADVISORS, INC. holds $1,144,030 across 4 Utilities - Regulated Electric names. SO ranks #3 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	3,500	$478,835
2	NEE	Nextera Energy Inc	2,765	$242,684
3	SO	Southern Co This page	2,208	$211,327
4	DTE	Dte Energy Co	1,386	$211,184

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,327	2,208	0.0%	Shares	Sole	2026-07-31
2026-03-31	$213,116	2,208	0.0%	Shares	Sole	2026-04-28
2025-09-30	$209,252	2,208	0.0%	Shares	Sole	2025-10-29
2025-06-30	$202,760	2,208	0.0%	Shares	Sole	2025-07-29
2025-03-31	$203,025	2,208	0.0%	Shares	Sole	2025-04-29
2022-12-31	$157,673	2,208	0.0%	Shares	Sole	2023-02-08
2022-09-30	$150,144	2,208	0.0%	Shares	Sole	2022-11-14
2022-06-30	$157,452	2,208	0.0%	Shares	Sole	2022-08-10
2022-03-31	$160,102	2,208	-2.9%	Shares	Sole	2022-05-09
2021-12-31	$155,882	2,273	+2.9%	Shares	Sole	2022-02-11
2021-09-30	$136,829	2,208	0.0%	Shares	Sole	2021-11-09
2021-06-30	$133,606	2,208	0.0%	Shares	Sole	2021-07-30
2021-03-31	$137,249	2,208	0.0%	Shares	Sole	2021-05-11
2020-12-31	$135,637	2,208	0.0%	Shares	Sole	2021-01-21
2020-09-30	$119,717	2,208	0.0%	Shares	Sole	2020-10-29
2020-06-30	$114,484	2,208	0.0%	Shares	Sole	2020-07-27
2020-03-31	$119,541	2,208	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.