AFT, FORSYTH & COMPANY, INC.

Position in SO — Southern Co

CIK 1512073 JUPITER, FL

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,093,295

-$9,252 QoQ

Shares Held

11,423

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#978

of 2,360 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

AFT, FORSYTH & COMPANY, INC. holds $1,093,295 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co This page	11,423	$1,093,295

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,093,295	11,423	0.0%	Shares	Sole	2026-08-14
2026-03-31	$1,102,547	11,423	0.0%	Shares	Sole	2026-05-14
2025-12-31	$996,085	11,423	-4.8%	Shares	Sole	2026-02-13
2025-09-30	$1,137,050	11,998	0.0%	Shares	Sole	2025-11-07
2025-06-30	$1,101,776	11,998	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,103,216	11,998	0.0%	Shares	Sole	2025-05-12
2024-12-31	$987,675	11,998	0.0%	Shares	Sole	2025-01-29
2024-09-30	$1,081,979	11,998	0.0%	Shares	Sole	2024-11-14
2024-06-30	$930,684	11,998	0.0%	Shares	Sole	2024-08-13
2024-03-31	$860,736	11,998	0.0%	Shares	Sole	2024-04-30
2023-12-31	$841,299	11,998	0.0%	Shares	Sole	2024-02-09
2023-09-30	$776,510	11,998	0.0%	Shares	Sole	2023-11-07
2023-06-30	$842,859	11,998	0.0%	Shares	Sole	2023-08-14
2023-03-31	$834,820	11,998	0.0%	Shares	Sole	2023-05-02
2022-12-31	$856,777	11,998	0.0%	Shares	Sole	2023-02-13
2022-09-30	$815,864	11,998	0.0%	Shares	Sole	2022-11-14
2022-06-30	$855,577	11,998	+2.3%	Shares	Sole	2022-07-28
2022-03-31	$850,759	11,733	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.