Commonwealth Financial Services, LLC

Position in SO — Southern Co

CIK 1536755 VIENNA, WV

Position in SO

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

Position Value

$244,156

+$11,157 QoQ

Shares Held

2,551

+5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,898

of 2,360 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Commonwealth Financial Services, LLC holds $4,259,684 across 6 Utilities - Regulated Electric names. SO ranks #6 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	20,492	$2,803,510
2	D	Dominion Energy, Inc	5,311	$362,688
3	NEE	Nextera Energy Inc	3,728	$327,206
4	DUK	Duke Energy CORP	2,087	$264,172
5	FE	Firstenergy Corp	5,426	$257,952
6	SO	Southern Co This page	2,551	$244,156

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,156	2,551	+5.7%	Shares	Sole	2026-07-15
2026-03-31	$232,999	2,414	+9.2%	Shares	Sole	2026-05-07
2025-09-30	$209,441	2,210	+1.3%	Shares	Sole	2025-10-21
2025-06-30	$200,281	2,181	0.0%	Shares	Sole	2025-07-25
2025-03-31	$200,542	2,181	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.