Abacus Planning Group, Inc.

Position in SO — Southern Co

CIK 1602730 COLUMBIA, SC

Position in SO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$290,766

+$82,380 QoQ

Shares Held

3,038

+40.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,743

of 2,360 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Abacus Planning Group, Inc. holds $3,519,390 across 5 Utilities - Regulated Electric names. SO ranks #5 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	9,339	$1,182,130
2	NEE	Nextera Energy Inc	11,741	$1,030,507
3	AEP	American Electric Power Co Inc	3,728	$510,027
4	D	Dominion Energy, Inc	7,409	$505,960
5	SO	Southern Co This page	3,038	$290,766

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$290,766	3,038	+40.7%	Shares	Sole	2026-07-20
2026-03-31	$208,386	2,159	-15.1%	Shares	Sole	2026-04-08
2025-12-31	$221,749	2,543	+6.9%	Shares	Sole	2026-01-16
2025-09-30	$225,363	2,378	0.0%	Shares	Sole	2025-10-22
2025-06-30	$218,371	2,378	-4.8%	Shares	Sole	2025-07-21
2025-03-31	$229,691	2,498	-15.1%	Shares	Sole	2025-04-14
2023-06-30	$206,816	2,944	0.0%	Shares	Sole	2023-07-07
2023-03-31	$204,843	2,944	0.0%	Shares	Sole	2023-04-18
2022-12-31	$210,231	2,944	-28.9%	Shares	Sole	2023-01-19
2022-06-30	$295,294	4,141	0.0%	Shares	Sole	2022-07-18
2022-03-31	$300,263	4,141	0.0%	Shares	Sole	2022-04-13
2021-12-31	$283,989	4,141	—	Shares	Sole	2022-01-18
No filing history on record for this holder in this stock.