D'Orazio & Associates, Inc.

Position in SO — Southern Co

CIK 1646821 VIENNA, VA

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$380,830

+$9,615 QoQ

Shares Held

3,979

+3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,576

of 2,360 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

D'Orazio & Associates, Inc. holds $2,453,112 across 8 Utilities - Regulated Electric names. SO ranks #2 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,547	$399,090
2	SO	Southern Co This page	3,979	$380,830
3	D	Dominion Energy, Inc	5,110	$348,961
4	ED	Consolidated Edison Inc	3,151	$348,595
5	DUK	Duke Energy CORP	2,371	$300,121
6	AEP	American Electric Power Co Inc	1,799	$246,121
7	WEC	Wec Energy Group, Inc.	1,914	$223,497
8	ES	Eversource Energy	2,849	$205,897

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,830	3,979	+3.5%	Shares	Sole	2026-07-28
2026-03-31	$371,215	3,846	-5.5%	Shares	Sole	2026-05-07
2025-12-31	$354,904	4,070	+3.1%	Shares	Sole	2026-02-04
2025-09-30	$374,151	3,948	+2.3%	Shares	Sole	2025-11-10
2025-06-30	$354,555	3,861	+4.0%	Shares	Sole	2025-08-08
2025-03-31	$341,318	3,712	+3.7%	Shares	Sole	2025-04-17
2024-12-31	$294,540	3,578	+46.0%	Shares	Sole	2025-01-28
2024-09-30	$221,031	2,451	+390.2%	Shares	Sole	2024-11-05
2021-09-30	$30,985	500	0.0%	Shares	Sole	2021-11-10
2021-06-30	$30,255	500	0.0%	Shares	Sole	2021-08-04
2021-03-31	$31,080	500	0.0%	Shares	Sole	2021-05-05
2020-12-31	$30,715	500	-37.5%	Shares	Sole	2021-02-05
2020-09-30	$43,376	800	-17.3%	Shares	Sole	2020-10-19
2020-06-30	$50,138	967	0.0%	Shares	Sole	2020-07-22
2020-03-31	$52,353	967	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.