Prospera Financial Services Inc

Position in SO — Southern Co

CIK 1541625 Dallas, TX

Position in SO

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

Position Value

$7,197,104

-$317,846 QoQ

Shares Held

75,197

-3.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#397

of 2,356 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Prospera Financial Services Inc holds $47,494,062 across 21 Utilities - Regulated Electric names. SO ranks #3 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	110,062	$9,660,141
2	DUK	Duke Energy CORP	63,028	$7,978,084
3	SO	Southern Co This page	75,197	$7,197,104
4	AEP	American Electric Power Co Inc	28,342	$3,877,469
5	D	Dominion Energy, Inc	50,810	$3,469,814
6	EVRG	Evergy, Inc.	33,590	$2,903,183
7	ETR	Entergy Corp /De/	13,633	$1,565,886
8	EIX	Edison International	20,633	$1,536,126

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,197,104	75,197	-3.4%	Shares	Sole	2026-07-15
2026-03-31	$7,514,950	77,859	-17.1%	Shares	Sole	2026-04-14
2025-12-31	$8,186,859	93,886	-2.1%	Shares	Sole	2026-02-09
2025-09-30	$9,092,044	95,938	-1.2%	Shares	Sole	2025-11-06
2025-06-30	$8,915,315	97,085	+25.0%	Shares	Sole	2025-08-06
2025-03-31	$7,142,124	77,674	-7.0%	Shares	Sole	2025-05-15
2024-12-31	$6,874,213	83,506	+5.4%	Shares	Sole	2025-02-13
2024-09-30	$7,145,322	79,234	+0.1%	Shares	Sole	2024-11-07
2024-06-30	$6,142,845	79,191	+1.3%	Shares	Sole	2024-08-13
2024-03-31	$5,607,485	78,164	+1.4%	Shares	Sole	2024-08-13
2023-12-31	$5,403,306	77,058	+16.2%	Shares	Sole	2024-02-14
2023-09-30	$4,293,136	66,334	-10.7%	Shares	Sole	2023-11-13
2023-06-30	$5,217,678	74,273	+8.8%	Shares	Sole	2023-08-08
2023-03-31	$4,748,069	68,239	+7.1%	Shares	Sole	2023-05-12
2022-12-31	$4,549,174	63,705	-2.5%	Shares	Sole	2023-02-08
2022-09-30	$4,444,956	65,367	+14.1%	Shares	Sole	2022-10-27
2022-06-30	$4,084,351	57,276	+3.4%	Shares	Sole	2022-08-08
2022-03-31	$4,016,328	55,390	+2.7%	Shares	Sole	2022-05-04
2021-12-31	$3,697,970	53,922	+4.2%	Shares	Sole	2022-02-10
2021-09-30	$3,208,186	51,770	+116.7%	Shares	Sole	2021-11-12
2021-06-30	$1,445,341	23,886	+63.1%	Shares	Sole	2021-08-16
2021-03-31	$910,084	14,641	-27.6%	Shares	Sole	2021-05-06
2020-12-31	$1,242,974	20,234	-15.5%	Shares	Sole	2021-02-12
2020-06-30	$1,241,081	23,936	+29.9%	Shares	Sole	2020-08-10
2020-03-31	$997,529	18,425	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.