Merit Financial Group, LLC

Position in SO — Southern Co

CIK 1621225 ALPHARETTA, GA

Position in SO

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

Position Value

$10,939,170

+$1,004,755 QoQ

Shares Held

114,295

+11.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#303

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Merit Financial Group, LLC holds $113,717,904 across 31 Utilities - Regulated Electric names. SO ranks #1 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	114,295	$10,939,170
2	AEP	American Electric Power Co Inc	77,844	$10,649,832
3	NEE	Nextera Energy Inc	117,949	$10,352,378
4	WEC	Wec Energy Group, Inc.	78,182	$9,129,307
5	DUK	Duke Energy CORP	70,386	$8,909,455
6	EIX	Edison International	102,639	$7,641,469
7	LNT	Alliant Energy Corp	86,734	$6,616,933
8	PCG	PG&E Corp	383,850	$6,456,354

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,939,170	114,295	+11.0%	Shares	Other	2026-07-20
2026-03-31	$9,934,415	102,926	+11.8%	Shares	Other	2026-04-15
2025-12-31	$8,028,588	92,071	+3.1%	Shares	Other	2026-01-26
2025-09-30	$8,465,612	89,328	+6.0%	Shares	Other	2025-11-07
2025-06-30	$7,741,452	84,302	+17.2%	Shares	Sole	2025-07-22
2025-03-31	$6,612,124	71,910	+18.8%	Shares	Sole	2025-04-09
2024-12-31	$4,982,994	60,532	+45.1%	Shares	Sole	2025-01-15
2024-09-30	$3,762,580	41,723	+2.0%	Shares	Sole	2024-10-17
2024-06-30	$3,173,078	40,906	-4.6%	Shares	Sole	2024-08-13
2024-03-31	$3,077,646	42,900	+6.3%	Shares	Sole	2024-05-06
2023-12-31	$2,828,851	40,343	+14.8%	Shares	Sole	2024-02-06
2023-09-30	$2,274,778	35,148	-10.4%	Shares	Sole	2023-11-07
2023-06-30	$2,757,172	39,248	+9.9%	Shares	Sole	2023-08-01
2023-03-31	$2,483,936	35,699	-2.0%	Shares	Sole	2023-04-24
2022-12-31	$2,601,751	36,434	+2.0%	Shares	Sole	2023-01-13
2022-09-30	$2,429,844	35,733	-8.5%	Shares	Sole	2022-10-31
2022-06-30	$2,785,083	39,056	+39.1%	Shares	Sole	2022-08-08
2022-03-31	$2,036,153	28,081	+45.9%	Shares	Sole	2022-05-13
2021-12-31	$1,319,684	19,243	+0.4%	Shares	Sole	2022-02-14
2021-09-30	$1,187,593	19,164	+0.9%	Shares	Sole	2021-10-27
2021-06-30	$1,148,721	18,984	+3.8%	Shares	Sole	2021-08-16
2021-03-31	$1,136,409	18,282	+3.0%	Shares	Sole	2021-05-18
2020-12-31	$1,090,443	17,751	+7.8%	Shares	Sole	2021-02-12
2020-09-30	$892,461	16,460	+13.4%	Shares	Sole	2020-11-10
2020-06-30	$752,862	14,520	-1.0%	Shares	Sole	2020-08-13
2020-03-31	$793,908	14,664	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.