Fragasso Financial Advisors Inc

Position in SO — Southern Co

CIK 1613331 SEWICKLEY, PA

Position in SO

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

Position Value

$282,057

+$23,963 QoQ

Shares Held

2,947

+10.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,763

of 2,354 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Fragasso Financial Advisors Inc holds $2,503,973 across 4 Utilities - Regulated Electric names. SO ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	15,158	$1,330,417
2	D	Dominion Energy, Inc	9,379	$640,491
3	SO	Southern Co This page	2,947	$282,057
4	DUK	Duke Energy CORP	1,983	$251,008

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,057	2,947	+10.2%	Shares	Sole	2026-07-09
2026-03-31	$258,094	2,674	+13.6%	Shares	Sole	2026-04-07
2025-09-30	$222,993	2,353	—	Shares	Sole	2025-10-06
No filing history on record for this holder in this stock.