Retirement Planning Group, LLC

Pension

Position in SO — Southern Co

CIK 1508195 LEAWOOD, KS

Position in SO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,441,849

+$166,004 QoQ

Shares Held

25,513

+8.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#692

of 2,359 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Retirement Planning Group, LLC holds $11,889,618 across 11 Utilities - Regulated Electric names. SO ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	31,992	$4,049,547
2	SO	Southern Co This page	25,513	$2,441,849
3	EVRG	Evergy, Inc.	23,713	$2,049,514
4	NEE	Nextera Energy Inc	7,493	$657,660
5	PPL	PPL Corp	16,603	$603,519
6	ED	Consolidated Edison Inc	4,354	$481,683
7	FE	Firstenergy Corp	10,005	$475,637
8	PEG	Public Service Enterprise Group Inc	4,458	$361,811

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,441,849	25,513	+8.2%	Shares	Sole	2026-08-05
2026-03-31	$2,275,845	23,579	-0.1%	Shares	Sole	2026-05-04
2025-12-31	$2,058,966	23,612	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$2,234,487	23,578	+355.5%	Shares	Sole	2025-10-27
2025-06-30	$475,312	5,176	-0.6%	Shares	Sole	2025-07-30
2025-03-31	$478,875	5,208	+4.6%	Shares	Sole	2025-04-10
2024-12-31	$409,953	4,980	+0.8%	Shares	Sole	2025-02-18
2024-09-30	$445,579	4,941	-7.4%	Shares	Sole	2024-10-10
2024-06-30	$413,913	5,336	+7.0%	Shares	Sole	2024-07-12
2024-03-31	$357,695	4,986	+74.2%	Shares	Sole	2024-04-12
2023-06-30	$201,125	2,863	—	Shares	Sole	2023-07-24
No filing history on record for this holder in this stock.