Annex Advisory Services, LLC

Position in SO — Southern Co

CIK 1542287 BROOKFIELD, WI

Position in SO

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$483,814

-$12,009 QoQ

Shares Held

5,055

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,423

of 2,356 holders

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Annex Advisory Services, LLC holds $79,020,476 across 9 Utilities - Regulated Electric names. SO ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	711,009	$62,405,259
2	WEC	Wec Energy Group, Inc.	121,431	$14,179,497
3	LNT	Alliant Energy Corp	10,112	$771,444
4	SO	Southern Co This page	5,055	$483,814
5	MGEE	Mge Energy Inc	3,283	$267,695
6	AEP	American Electric Power Co Inc	1,899	$259,802
7	EIX	Edison International	3,203	$238,463
8	DUK	Duke Energy CORP	1,656	$209,616

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$483,814	5,055	-1.6%	Shares	Sole	2026-07-10
2026-03-31	$495,823	5,137	-89.1%	Shares	Sole	2026-04-16
2025-12-31	$4,121,333	47,263	-0.2%	Shares	Sole	2026-01-26
2025-09-30	$4,487,738	47,354	-2.1%	Shares	Sole	2025-10-17
2025-06-30	$4,442,551	48,378	-20.1%	Shares	Sole	2025-07-11
2025-03-31	$5,570,698	60,584	+1629.0%	Shares	Sole	2025-04-11
2024-12-31	$288,449	3,504	+38.7%	Shares	Sole	2025-01-16
2024-09-30	$227,884	2,527	-18.6%	Shares	Sole	2024-10-10
2023-06-30	$218,056	3,104	-10.0%	Shares	Sole	2023-07-24
2022-09-30	$234,396	3,447	-0.9%	Shares	Sole	2022-10-24
2022-06-30	$248,016	3,478	—	Shares	Sole	2022-07-27
No filing history on record for this holder in this stock.