Advance Capital Management, Inc.

Position in SO — Southern Co

CIK 1536029 SOUTHFIELD, MI

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$253,535

-$4,559 QoQ

Shares Held

2,649

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,864

of 2,360 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Utilities · as of Jun 30, 2026

Advance Capital Management, Inc. holds $5,184,099 across 5 Utilities - Regulated Electric names. SO ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	28,090	$3,175,293
2	DTE	Dte Energy Co	4,809	$732,747
3	NEE	Nextera Energy Inc	8,129	$713,482
4	FTS	Fortis Inc.	5,400	$309,042
5	SO	Southern Co This page	2,649	$253,535

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,535	2,649	-0.9%	Shares	Sole	2026-08-13
2026-03-31	$258,094	2,674	+1.5%	Shares	Sole	2026-04-29
2025-12-31	$229,772	2,635	+0.4%	Shares	Sole	2026-01-06
2025-09-30	$248,771	2,625	+16.3%	Shares	Sole	2025-10-10
2025-06-30	$207,260	2,257	-9.3%	Shares	Sole	2025-07-08
2025-03-31	$228,863	2,489	-0.6%	Shares	Sole	2025-04-09
2024-12-31	$206,211	2,505	+7.4%	Shares	Sole	2025-01-06
2024-09-30	$210,389	2,333	—	Shares	Sole	2024-10-07
No filing history on record for this holder in this stock.