Strategic Advisors LLC

Position in SO — Southern Co

CIK 1569119 New York, NY

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$273,252

-$1,926 QoQ

Shares Held

2,855

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,797

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Strategic Advisors LLC holds $3,507,317 across 6 Utilities - Regulated Electric names. SO ranks #6 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	9,475	$1,199,345
2	AEP	American Electric Power Co Inc	6,347	$868,333
3	ED	Consolidated Edison Inc	3,930	$434,775
4	EXC	Exelon Corp	8,457	$394,265
5	DTE	Dte Energy Co	2,214	$337,347
6	SO	Southern Co This page	2,855	$273,252

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,252	2,855	+0.1%	Shares	Sole	2026-07-28
2026-03-31	$275,178	2,851	-4.0%	Shares	Sole	2026-05-14
2025-12-31	$259,071	2,971	+5.2%	Shares	Sole	2026-02-10
2025-09-30	$267,630	2,824	+0.1%	Shares	Sole	2025-11-03
2025-06-30	$259,144	2,822	-4.1%	Shares	Sole	2025-08-12
2025-03-31	$270,608	2,943	-34.8%	Shares	Sole	2025-04-17
2024-12-31	$371,757	4,516	+23.4%	Shares	Sole	2025-01-31
2024-09-30	$330,148	3,661	0.0%	Shares	Sole	2024-10-09
2024-06-30	$283,983	3,661	0.0%	Shares	Sole	2024-07-11
2024-03-31	$262,640	3,661	0.0%	Shares	Sole	2024-04-22
2023-12-31	$256,709	3,661	+0.0%	Shares	Sole	2024-01-19
2023-09-30	$236,875	3,660	-2.5%	Shares	Sole	2023-10-13
2023-06-30	$263,718	3,754	0.0%	Shares	Sole	2023-07-31
2023-03-31	$261,203	3,754	+0.0%	Shares	Sole	2023-04-27
2022-12-31	$268,001	3,753	+6.2%	Shares	Sole	2023-01-23
2022-09-30	$240,244	3,533	+0.0%	Shares	Sole	2022-11-10
2022-06-30	$251,866	3,532	-12.2%	Shares	Sole	2022-08-03
2022-03-31	$291,780	4,024	+0.0%	Shares	Sole	2022-05-10
2021-12-31	$275,897	4,023	+0.0%	Shares	Sole	2022-01-21
2021-09-30	$249,243	4,022	-5.0%	Shares	Sole	2021-10-21
2021-06-30	$256,138	4,233	0.0%	Shares	Sole	2021-08-10
2021-03-31	$263,123	4,233	-38.1%	Shares	Sole	2021-05-05
2020-12-31	$420,119	6,839	-10.8%	Shares	Sole	2021-02-11
2020-09-30	$415,650	7,666	+21.5%	Shares	Sole	2020-10-13
2020-06-30	$327,225	6,311	+19.5%	Shares	Sole	2020-08-12
2020-03-31	$285,859	5,280	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.