Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in SO — Southern Co

CIK 1510434 Seattle, WA

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Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$597,804

-$12,684 QoQ

Shares Held

6,246

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,307

of 2,360 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $30,077,553 across 24 Utilities - Regulated Electric names. SO ranks #15 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	43,722	$5,021,908
2	WEC	Wec Energy Group, Inc.	36,733	$4,289,311
3	DUK	Duke Energy CORP	29,120	$3,686,009
4	NEE	Nextera Energy Inc	31,565	$2,770,459
5	AEP	American Electric Power Co Inc	14,191	$1,941,469
6	ED	Consolidated Edison Inc	16,604	$1,836,900
7	AEE	Ameren Corp	10,946	$1,237,334
8	ES	Eversource Energy	12,703	$918,045

All Filings in SO

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$597,804	6,246	-1.2%	Shares	Sole	2026-07-15
2026-03-31	$610,488	6,325	-50.8%	Shares	Sole	2026-05-04
2025-12-31	$1,120,607	12,851	-4.9%	Shares	Other	2026-01-16
2025-09-30	$1,280,532	13,512	-54.5%	Shares	Other	2025-11-10
2025-06-30	$2,729,095	29,719	+13.4%	Shares	Other	2025-07-21
2025-03-31	$2,409,090	26,200	+530.4%	Shares	Sole	2025-05-08
2024-12-31	$342,121	4,156	-13.3%	Shares	Sole	2025-01-22
2024-09-30	$432,503	4,796	-16.4%	Shares	Sole	2024-11-01
2024-06-30	$445,019	5,737	+90.7%	Shares	Sole	2024-08-09
2024-03-31	$215,793	3,008	+1.7%	Shares	Sole	2024-05-07
2023-12-31	$207,414	2,958	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.