LVZ, Inc.

Position in SO — Southern Co

CIK 1574408 Holland, MI

Position in SO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,179,795

+$29,330 QoQ

Shares Held

22,775

+2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.09%

of 13F equity value

Holder Rank

#732

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

LVZ, Inc. holds $2,624,628 across 3 Utilities - Regulated Electric names. SO ranks #1 (83.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	22,775	$2,179,795
2	WEC	Wec Energy Group, Inc.	1,958	$228,635
3	DUK	Duke Energy CORP	1,708	$216,198

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,179,795	22,775	+2.2%	Shares	Sole	2026-07-09
2026-03-31	$2,150,465	22,280	+1.0%	Shares	Sole	2026-04-28
2025-12-31	$1,923,021	22,053	+4.1%	Shares	Sole	2026-02-10
2025-09-30	$2,008,365	21,192	+10.8%	Shares	Sole	2025-10-27
2025-06-30	$1,755,973	19,122	+2.0%	Shares	Sole	2025-07-15
2025-03-31	$1,723,510	18,744	+2.6%	Shares	Sole	2025-04-22
2024-12-31	$1,503,821	18,268	+11.9%	Shares	Sole	2025-02-06
2024-09-30	$1,472,459	16,328	-0.4%	Shares	Sole	2024-10-24
2024-06-30	$1,272,148	16,400	-0.4%	Shares	Sole	2024-07-24
2024-03-31	$1,180,912	16,461	-0.2%	Shares	Sole	2024-04-17
2023-12-31	$1,156,068	16,487	+20.6%	Shares	Sole	2024-01-23
2023-09-30	$884,528	13,667	-2.4%	Shares	Sole	2023-11-08
2023-06-30	$983,991	14,007	+32.1%	Shares	Sole	2023-07-18
2023-03-31	$738,035	10,607	+59.5%	Shares	Sole	2023-04-20
2022-12-31	$474,805	6,649	-0.7%	Shares	Sole	2023-01-17
2022-09-30	$455,124	6,693	+0.4%	Shares	Sole	2022-10-11
2022-06-30	$475,423	6,667	-28.3%	Shares	Sole	2022-07-27
2022-03-31	$674,560	9,303	+3.7%	Shares	Sole	2022-04-19
2021-12-31	$615,436	8,974	-2.6%	Shares	Sole	2022-01-28
2021-09-30	$570,681	9,209	-1.9%	Shares	Sole	2021-10-27
2021-06-30	$568,309	9,392	+0.3%	Shares	Sole	2021-07-16
2021-03-31	$582,128	9,365	+30.1%	Shares	Sole	2021-04-08
2020-12-31	$442,296	7,200	-2.6%	Shares	Sole	2021-02-10
2020-09-30	$400,794	7,392	+16.0%	Shares	Sole	2020-12-23
2020-06-30	$330,336	6,371	-9.3%	Shares	Sole	2020-12-23
2020-03-31	$380,225	7,023	—	Shares	Sole	2020-12-23
No filing history on record for this holder in this stock.