Archford Capital Strategies, LLC

Position in SO — Southern Co

CIK 1606609 SWANSEA, IL

Position in SO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,166,800

-$13,543 QoQ

Shares Held

12,191

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#955

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Archford Capital Strategies, LLC holds $6,013,191 across 6 Utilities - Regulated Electric names. SO ranks #2 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	19,802	$1,738,021
2	SO	Southern Co This page	12,191	$1,166,800
3	DUK	Duke Energy CORP	7,979	$1,009,981
4	AEE	Ameren Corp	8,442	$954,283
5	D	Dominion Energy, Inc	13,390	$914,403
6	AEP	American Electric Power Co Inc	1,679	$229,703

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,166,800	12,191	-0.3%	Shares	Sole	2026-07-17
2026-03-31	$1,180,343	12,229	-5.3%	Shares	Sole	2026-04-15
2025-12-31	$1,126,013	12,913	-9.2%	Shares	Sole	2026-01-15
2025-09-30	$1,347,534	14,219	-1.9%	Shares	Sole	2025-10-17
2025-06-30	$1,331,167	14,496	+6.6%	Shares	Sole	2025-07-17
2025-03-31	$1,250,520	13,600	-1.1%	Shares	Sole	2025-04-23
2024-12-31	$1,132,229	13,754	-0.1%	Shares	Sole	2025-01-21
2024-09-30	$1,241,147	13,763	-7.4%	Shares	Sole	2024-10-15
2024-06-30	$1,152,379	14,856	-1.5%	Shares	Sole	2024-07-17
2024-03-31	$1,081,480	15,075	-1.3%	Shares	Sole	2024-04-24
2023-12-31	$1,071,363	15,279	-8.9%	Shares	Sole	2024-01-12
2023-09-30	$1,084,966	16,764	+25.3%	Shares	Sole	2023-10-27
2023-06-30	$940,226	13,384	+29.8%	Shares	Sole	2023-08-02
2023-03-31	$717,369	10,310	+0.1%	Shares	Sole	2023-04-18
2022-12-31	$735,523	10,300	+4.7%	Shares	Sole	2023-01-26
2022-09-30	$668,712	9,834	-0.2%	Shares	Sole	2022-10-17
2022-06-30	$702,902	9,857	+2.6%	Shares	Sole	2022-07-12
2022-03-31	$696,893	9,611	+24.9%	Shares	Sole	2022-04-18
2021-12-31	$527,791	7,696	+21.3%	Shares	Sole	2022-01-20
2021-09-30	$393,323	6,347	-1.0%	Shares	Sole	2021-10-14
2021-06-30	$388,050	6,413	-19.8%	Shares	Sole	2021-07-23
2021-03-31	$497,031	7,996	-51.9%	Shares	Sole	2021-04-26
2020-12-31	$1,021,335	16,626	+0.2%	Shares	Sole	2021-01-19
2020-09-30	$899,238	16,585	+0.1%	Shares	Sole	2020-10-19
2020-06-30	$859,206	16,571	+0.7%	Shares	Sole	2020-07-24
2020-03-31	$891,306	16,463	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.