Grey Ledge Advisors, LLC

Position in SO — Southern Co

CIK 1660694 GUILFORD, CT

Position in SO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$784,439

-$6,156 QoQ

Shares Held

8,196

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,157

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Grey Ledge Advisors, LLC holds $1,775,885 across 3 Utilities - Regulated Electric names. SO ranks #1 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	8,196	$784,439
2	NEE	Nextera Energy Inc	6,257	$549,176
3	DUK	Duke Energy CORP	3,494	$442,270

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$784,439	8,196	+0.1%	Shares	Sole	2026-07-27
2026-03-31	$790,595	8,191	+0.1%	Shares	Sole	2026-04-21
2025-12-31	$713,732	8,185	-0.1%	Shares	Sole	2026-02-05
2025-09-30	$776,166	8,190	-25.2%	Shares	Sole	2025-10-21
2025-06-30	$1,005,446	10,949	-6.0%	Shares	Sole	2025-07-15
2025-03-31	$1,070,665	11,644	+0.4%	Shares	Sole	2025-04-18
2024-12-31	$955,158	11,603	+0.1%	Shares	Sole	2025-01-21
2024-09-30	$1,045,456	11,593	-0.3%	Shares	Sole	2024-10-25
2024-06-30	$901,983	11,628	-0.2%	Shares	Sole	2024-07-18
2024-03-31	$835,842	11,651	-4.3%	Shares	Sole	2024-05-02
2023-12-31	$853,500	12,172	+0.0%	Shares	Sole	2024-02-13
2023-09-30	$787,383	12,166	-5.6%	Shares	Sole	2023-11-13
2023-06-30	$905,171	12,885	-8.0%	Shares	Sole	2023-08-08
2023-03-31	$974,537	14,006	-34.6%	Shares	Sole	2023-05-18
2022-12-31	$1,529,887	21,424	-25.2%	Shares	Sole	2023-02-16
2022-09-30	$1,947,724	28,643	-2.4%	Shares	Sole	2022-10-18
2022-06-30	$2,091,736	29,333	-2.0%	Shares	Sole	2022-07-20
2022-03-31	$2,170,079	29,928	-8.8%	Shares	Sole	2022-05-02
2021-12-31	$2,250,932	32,822	+1.4%	Shares	Sole	2022-02-11
2021-09-30	$2,006,588	32,380	-1.8%	Shares	Sole	2021-10-22
2021-06-30	$1,994,409	32,960	+0.7%	Shares	Sole	2021-07-29
2021-03-31	$2,035,367	32,744	+337.8%	Shares	Sole	2021-08-11
2020-12-31	$459,496	7,480	0.0%	Shares	Sole	2021-02-08
2020-09-30	$405,565	7,480	0.0%	Shares	Sole	2020-10-19
2020-06-30	$387,838	7,480	0.0%	Shares	Sole	2020-08-18
2020-03-31	$404,967	7,480	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.