SNS Financial Group, LLC

Position in SO — Southern Co

CIK 1557485 MINNEAPOLIS, MN

Position in SO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,978,590

+$2,295,809 QoQ

Shares Held

31,121

+339.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#622

of 2,359 holders

Holding Since

Mar 2020

26 quarters on record

Utilities · as of Jun 30, 2026

SNS Financial Group, LLC holds $15,082,712 across 10 Utilities - Regulated Electric names. SO ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	70,213	$6,162,595
2	SO	Southern Co This page	31,121	$2,978,590
3	XEL	Xcel Energy Inc	20,862	$1,675,218
4	WEC	Wec Energy Group, Inc.	10,526	$1,229,121
5	DUK	Duke Energy CORP	7,827	$990,741
6	D	Dominion Energy, Inc	10,845	$740,605
7	AEP	American Electric Power Co Inc	4,805	$657,372
8	EXC	Exelon Corp	4,780	$222,843

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,978,590	31,121	+339.9%	Shares	Sole	2026-08-11
2026-03-31	$682,781	7,074	+20.6%	Shares	Sole	2026-04-14
2025-12-31	$511,515	5,866	+30.7%	Shares	Sole	2026-02-02
2025-09-30	$425,421	4,489	+0.7%	Shares	Sole	2025-11-13
2025-06-30	$409,469	4,459	+0.1%	Shares	Sole	2025-08-06
2025-03-31	$409,636	4,455	+0.6%	Shares	Defined	2025-05-05
2024-12-31	$364,677	4,430	-0.6%	Shares	Defined	2025-02-03
2024-09-30	$401,841	4,456	+0.4%	Shares	Sole	2024-11-01
2024-06-30	$344,177	4,437	+1.0%	Shares	Defined	2024-07-25
2024-03-31	$315,225	4,394	-0.3%	Shares	Defined	2024-04-24
2023-12-31	$309,158	4,409	-10.7%	Shares	Defined	2024-01-22
2023-09-30	$319,651	4,939	+0.4%	Shares	Sole	2023-10-19
2023-06-30	$345,489	4,918	+0.3%	Shares	Sole	2023-07-17
2023-03-31	$341,010	4,901	-3.6%	Shares	Defined	2023-04-28
2022-12-31	$362,905	5,082	+0.8%	Shares	Sole	2023-01-25
2022-09-30	$342,924	5,043	-0.9%	Shares	Defined	2022-10-12
2022-06-30	$362,967	5,090	-15.5%	Shares	Defined	2022-07-22
2022-03-31	$436,582	6,021	+0.6%	Shares	Sole	2022-05-12
2021-12-31	$410,451	5,985	-25.6%	Shares	Sole	2022-02-14
2021-09-30	$498,796	8,049	-3.9%	Shares	Sole	2021-11-12
2021-06-30	$506,831	8,376	+2.1%	Shares	Sole	2021-08-02
2021-03-31	$509,960	8,204	+0.5%	Shares	Sole	2021-05-12
2020-12-31	$501,575	8,165	-0.0%	Shares	Sole	2021-02-05
2020-09-30	$442,760	8,166	+1.0%	Shares	Sole	2020-11-13
2020-06-30	$419,103	8,083	+0.5%	Shares	Sole	2020-08-06
2020-03-31	$435,502	8,044	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.