FDx Advisors, Inc.

Position in SO — Southern Co

CIK 1566601 BERWYN, PA

Position in SO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$211,614

-$26,114 QoQ

Shares Held

2,211

-10.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,000

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Utilities · as of Jun 30, 2026

FDx Advisors, Inc. holds $1,898,075 across 6 Utilities - Regulated Electric names. SO ranks #6 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NGG	National Grid PLC	7,887	$653,595
2	WEC	Wec Energy Group, Inc.	2,549	$297,646
3	PPL	PPL Corp	7,190	$261,356
4	FE	Firstenergy Corp	5,199	$247,160
5	DUK	Duke Energy CORP	1,791	$226,704
6	SO	Southern Co This page	2,211	$211,614

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,614	2,211	-10.2%	Shares	Sole	2026-08-04
2026-03-31	$237,728	2,463	0.0%	Shares	Sole	2026-05-01
2025-12-31	$214,773	2,463	+6.6%	Shares	Sole	2026-02-10
2025-09-30	$218,918	2,310	-6.1%	Shares	Sole	2025-11-04
2025-06-30	$225,993	2,461	-14.9%	Shares	Sole	2025-08-07
2025-03-31	$265,827	2,891	-13.5%	Shares	Sole	2025-05-01
2024-12-31	$275,113	3,342	-6.3%	Shares	Sole	2025-02-03
2024-09-30	$321,581	3,566	-20.3%	Shares	Sole	2024-11-04
2024-06-30	$346,970	4,473	-22.1%	Shares	Sole	2024-08-02
2024-03-31	$411,931	5,742	-22.7%	Shares	Sole	2024-05-03
2023-12-31	$520,851	7,428	+3.3%	Shares	Sole	2024-02-13
2023-09-30	$465,530	7,193	-26.9%	Shares	Sole	2023-11-02
2023-06-30	$691,260	9,840	-9.5%	Shares	Sole	2023-07-17
2023-03-31	$756,473	10,872	0.0%	Shares	Sole	2023-05-22
2022-12-31	$776,369	10,872	+0.4%	Shares	Sole	2023-02-10
2022-09-30	$736,304	10,828	+0.0%	Shares	Sole	2022-11-10
2022-06-30	$772,002	10,826	-7.7%	Shares	Sole	2022-08-03
2022-03-31	$850,397	11,728	+1.4%	Shares	Sole	2022-05-03
2021-12-31	$793,196	11,566	-2.0%	Shares	Sole	2022-02-01
2021-09-30	$731,431	11,803	+2.8%	Shares	Sole	2021-10-08
2021-06-30	$694,654	11,480	-4.2%	Shares	Sole	2021-08-05
2021-03-31	$744,801	11,982	+1.7%	Shares	Sole	2021-04-14
2020-12-31	$723,829	11,783	+18.1%	Shares	Sole	2021-02-08
2020-09-30	$541,061	9,979	-11.7%	Shares	Sole	2020-11-12
2020-06-30	$585,853	11,299	+69.3%	Shares	Sole	2020-07-22
2020-03-31	$361,222	6,672	—	Shares	Sole	2020-05-22
No filing history on record for this holder in this stock.