Gradient Investments LLC

Position in SO — Southern Co

CIK 1542265 ARDEN HILLS, MN

Position in SO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$805,112

+$316,142 QoQ

Shares Held

8,412

+66.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,137

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Gradient Investments LLC holds $73,401,182 across 12 Utilities - Regulated Electric names. SO ranks #7 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	300,571	$26,381,116
2	EIX	Edison International	251,283	$18,708,019
3	AEP	American Electric Power Co Inc	121,230	$16,585,476
4	NGG	National Grid PLC	65,039	$5,389,781
5	CNP	Centerpoint Energy Inc	52,820	$2,326,192
6	DUK	Duke Energy CORP	7,504	$949,856
7	SO	Southern Co This page	8,412	$805,112
8	WEC	Wec Energy Group, Inc.	6,297	$735,300

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$805,112	8,412	+66.0%	Shares	Sole	2026-07-08
2026-03-31	$488,970	5,066	+11.4%	Shares	Sole	2026-04-13
2025-12-31	$396,411	4,546	-3.5%	Shares	Sole	2026-01-08
2025-09-30	$446,651	4,713	+69.2%	Shares	Sole	2025-10-06
2025-06-30	$255,746	2,785	+2.2%	Shares	Sole	2025-07-08
2025-03-31	$250,563	2,725	+0.7%	Shares	Sole	2025-04-09
2024-12-31	$222,675	2,705	-0.0%	Shares	Sole	2025-01-21
2024-09-30	$244,027	2,706	-18.2%	Shares	Sole	2024-10-15
2024-06-30	$256,679	3,309	+4.5%	Shares	Sole	2024-07-18
2024-03-31	$227,128	3,166	-55.4%	Shares	Sole	2024-04-23
2023-12-31	$497,571	7,096	-25.9%	Shares	Sole	2024-01-18
2023-09-30	$620,147	9,582	-18.8%	Shares	Sole	2023-10-27
2023-06-30	$829,301	11,805	-0.6%	Shares	Sole	2023-07-11
2023-03-31	$826,262	11,875	-9.3%	Shares	Sole	2023-04-17
2022-12-31	$935,113	13,095	-3.1%	Shares	Sole	2023-01-10
2022-09-30	$918,680	13,510	+66.7%	Shares	Sole	2022-10-14
2022-06-30	$577,753	8,102	+12.5%	Shares	Sole	2022-07-11
2022-03-31	$522,217	7,202	+0.2%	Shares	Sole	2022-05-26
2021-12-31	$493,021	7,189	+6.3%	Shares	Sole	2022-01-12
2021-09-30	$419,289	6,766	+2.6%	Shares	Sole	2021-10-18
2021-06-30	$398,942	6,593	-15.6%	Shares	Sole	2021-07-12
2021-03-31	$485,531	7,811	+16.3%	Shares	Sole	2021-04-21
2020-12-31	$412,686	6,718	0.0%	Shares	Sole	2021-01-08
2020-09-30	$364,249	6,718	+44.1%	Shares	Sole	2020-10-06
2020-06-30	$241,724	4,662	-7.0%	Shares	Sole	2020-07-10
2020-03-31	$271,457	5,014	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.