Capital Planning Advisors, LLC

Position in SO — Southern Co

CIK 1631941 Roseville, CA

Position in SO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$299,115

+$30,888 QoQ

Shares Held

3,099

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $2,651,733 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	18,347	$1,704,069
2	PEG	Public Service Enterprise Group Inc	4,403	$356,422
3	SO	Southern Co This page	3,099	$299,115
4	DUK	Duke Energy CORP	2,231	$292,127

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$299,115	3,099	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$268,227	3,076	+3.5%	Shares	Sole	2026-02-17
2025-09-30	$281,751	2,973	-4.5%	Shares	Sole	2025-11-07
2025-06-30	$285,774	3,112	+0.3%	Shares	Sole	2025-08-14
2025-03-31	$285,412	3,104	+0.8%	Shares	Sole	2025-05-12
2024-12-31	$253,463	3,079	-0.2%	Shares	Sole	2025-01-17
2024-09-30	$278,115	3,084	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.