Advisory Alpha, LLC

Position in SO — Southern Co

CIK 1576762 HOLLAND, MI

Position in SO

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

Position Value

$1,586,776

+$571,869 QoQ

Shares Held

16,579

+57.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#840

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Advisory Alpha, LLC holds $15,920,337 across 17 Utilities - Regulated Electric names. SO ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	42,470	$3,727,591
2	DUK	Duke Energy CORP	23,352	$2,955,896
3	SO	Southern Co This page	16,579	$1,586,776
4	PEG	Public Service Enterprise Group Inc	14,856	$1,205,712
5	DTE	Dte Energy Co	5,702	$868,813
6	AEP	American Electric Power Co Inc	6,179	$845,348
7	D	Dominion Energy, Inc	10,754	$734,390
8	EIX	Edison International	8,624	$642,056

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,586,776	16,579	+57.7%	Shares	Sole	2026-08-11
2026-03-31	$1,014,907	10,515	+34.4%	Shares	Sole	2026-05-14
2025-12-31	$682,078	7,822	+12.9%	Shares	Sole	2026-02-06
2025-09-30	$656,661	6,929	+80.4%	Shares	Sole	2025-11-12
2025-06-30	$352,627	3,840	-2.6%	Shares	Sole	2025-08-01
2025-03-31	$362,650	3,944	+2.1%	Shares	Sole	2025-05-19
2024-12-31	$318,084	3,864	-16.3%	Shares	Sole	2025-01-17
2024-09-30	$416,270	4,616	+16.9%	Shares	Sole	2024-11-12
2024-06-30	$306,323	3,949	-4.3%	Shares	Sole	2024-08-21
2024-03-31	$295,927	4,125	-8.6%	Shares	Sole	2024-05-06
2023-12-31	$316,451	4,513	-0.4%	Shares	Sole	2024-01-23
2023-09-30	$293,311	4,532	+6.2%	Shares	Sole	2023-10-18
2023-06-30	$299,897	4,269	+3.1%	Shares	Sole	2023-07-25
2023-03-31	$288,130	4,141	+8.8%	Shares	Sole	2023-05-02
2022-12-31	$271,786	3,806	-3.8%	Shares	Sole	2023-01-30
2022-09-30	$269,144	3,958	+2.9%	Shares	Sole	2022-10-12
2022-06-30	$274,258	3,846	-6.7%	Shares	Sole	2022-07-15
2022-03-31	$298,886	4,122	-63.2%	Shares	Sole	2022-05-02
2021-12-31	$768,918	11,212	-5.3%	Shares	Sole	2022-02-04
2021-09-30	$733,600	11,838	+5.1%	Shares	Sole	2021-11-09
2021-06-30	$681,584	11,264	+9.8%	Shares	Sole	2021-08-13
2021-03-31	$637,699	10,259	-4.4%	Shares	Sole	2021-05-10
2020-12-31	$659,205	10,731	+4.7%	Shares	Sole	2021-02-16
2020-09-30	$555,700	10,249	+1.6%	Shares	Sole	2020-11-16
2020-06-30	$522,803	10,083	-0.5%	Shares	Sole	2020-08-14
2020-03-31	$548,708	10,135	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.