Trinity Legacy Partners, LLC

Position in SO — Southern Co

CIK 1652529 HOUSTON, TX

Position in SO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$6,466,741

+$300,851 QoQ

Shares Held

67,566

+5.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.29%

of 13F equity value

Holder Rank

#426

of 2,360 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Trinity Legacy Partners, LLC holds $12,392,553 across 3 Utilities - Regulated Electric names. SO ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	67,566	$6,466,741
2	EXC	Exelon Corp	120,809	$5,632,115
3	ETR	Entergy Corp /De/	2,557	$293,697

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,466,741	67,566	+5.8%	Shares	Sole	2026-07-24
2026-03-31	$6,165,890	63,882	+2.0%	Shares	Sole	2026-04-16
2025-12-31	$5,460,638	62,622	+2.1%	Shares	Sole	2026-01-26
2025-09-30	$5,810,253	61,309	+2.2%	Shares	Sole	2025-11-04
2025-06-30	$5,507,412	59,974	+0.7%	Shares	Sole	2025-07-21
2025-03-31	$5,475,622	59,550	+1.6%	Shares	Sole	2025-05-14
2024-12-31	$4,824,034	58,601	+6.5%	Shares	Sole	2025-02-03
2024-09-30	$4,960,891	55,011	-1.0%	Shares	Sole	2024-10-31
2024-06-30	$4,311,883	55,587	+0.8%	Shares	Sole	2024-08-14
2024-03-31	$3,956,676	55,153	+16.7%	Shares	Sole	2024-04-24
2023-12-31	$3,312,959	47,247	-1.2%	Shares	Sole	2024-02-14
2023-09-30	$3,095,039	47,822	-11.0%	Shares	Sole	2023-10-11
2023-06-30	$3,774,673	53,732	+5.6%	Shares	Sole	2023-07-10
2023-03-31	$3,539,534	50,870	+2.1%	Shares	Sole	2023-04-06
2022-12-31	$3,558,503	49,832	+3.8%	Shares	Sole	2023-01-09
2022-09-30	$3,265,156	48,017	+1343.7%	Shares	Sole	2022-10-12
2022-06-30	$237,177	3,326	+2.8%	Shares	Sole	2022-07-12
2022-03-31	$234,497	3,234	0.0%	Shares	Sole	2022-04-13
2021-12-31	$221,787	3,234	-26.6%	Shares	Sole	2022-01-13
2021-03-31	$273,752	4,404	-2.8%	Shares	Sole	2021-04-21
2020-12-31	$278,339	4,531	-55.8%	Shares	Sole	2021-01-20
2020-09-30	$556,080	10,256	-80.9%	Shares	Sole	2020-10-15
2020-06-30	$2,790,878	53,826	+1.8%	Shares	Sole	2020-07-08
2020-03-31	$2,861,515	52,854	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.