M Holdings Securities, Inc.

Broker-Dealer

Position in SO — Southern Co

CIK 1569638 PORTLAND, OR

Position in SO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,389,159

+$238,110 QoQ

Shares Held

24,753

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

11 quarters on record

Utilities · as of Jun 30, 2026

M Holdings Securities, Inc. holds $9,799,516 across 2 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc	68,562	$6,017,686
2	DUK	Duke Energy CORP	29,877	$3,781,830

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,389,159	24,753	+0.3%	Shares	Sole	2026-05-12
2025-12-31	$2,151,049	24,668	+94.2%	Shares	Sole	2026-02-11
2025-09-30	$1,203,768	12,702	+85.3%	Shares	Sole	2025-11-13
2024-06-30	$531,587	6,853	0.0%	Shares	Sole	2024-08-13
2023-06-30	$481,423	6,853	-26.1%	Shares	Sole	2023-09-26
2023-03-31	$645,006	9,270	-0.2%	Shares	Sole	2023-05-16
2022-12-31	$663,041	9,285	0.0%	Shares	Sole	2023-02-13
2022-09-30	$631,380	9,285	+0.9%	Shares	Sole	2022-11-17
2022-06-30	$656,408	9,205	-2.7%	Shares	Sole	2022-08-16
2022-03-31	$686,234	9,464	+15.1%	Shares	Sole	2022-05-24
2021-03-31	$511,266	8,225	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.