Capital Asset Advisory Services LLC

Position in SO — Southern Co

CIK 1666024 Williamston, MI

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$602,781

+$219,308 QoQ

Shares Held

6,298

+58.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,300

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Capital Asset Advisory Services LLC holds $5,351,885 across 7 Utilities - Regulated Electric names. SO ranks #4 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	27,899	$2,448,695
2	D	Dominion Energy, Inc	10,189	$695,806
3	DTE	Dte Energy Co	4,236	$645,439
4	SO	Southern Co This page	6,298	$602,781
5	DUK	Duke Energy CORP	2,730	$345,563
6	WEC	Wec Energy Group, Inc.	2,696	$314,811
7	PCG	PG&E Corp	17,764	$298,790

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$602,781	6,298	+58.5%	Shares	Sole	2026-08-14
2026-03-31	$383,473	3,973	-7.9%	Shares	Sole	2026-04-24
2025-12-31	$376,355	4,316	+1.2%	Shares	Sole	2026-01-09
2025-09-30	$404,099	4,264	-2.7%	Shares	Sole	2025-10-02
2025-06-30	$402,490	4,383	-22.3%	Shares	Sole	2025-07-07
2025-03-31	$518,598	5,640	+1.8%	Shares	Sole	2025-04-09
2024-12-31	$456,217	5,542	+0.3%	Shares	Sole	2025-01-22
2024-09-30	$498,064	5,523	+1.9%	Shares	Sole	2024-10-17
2024-06-30	$420,351	5,419	-13.0%	Shares	Sole	2024-07-24
2024-03-31	$446,724	6,227	-11.9%	Shares	Sole	2024-04-16
2023-12-31	$495,888	7,072	-13.5%	Shares	Sole	2024-01-09
2023-09-30	$529,150	8,176	-17.7%	Shares	Sole	2023-10-18
2023-06-30	$698,285	9,940	-3.3%	Shares	Sole	2023-08-02
2023-03-31	$715,421	10,282	-3.0%	Shares	Sole	2023-05-12
2022-12-31	$757,231	10,604	-14.8%	Shares	Sole	2023-03-08
2022-09-30	$846,600	12,450	-14.7%	Shares	Sole	2022-11-14
2022-06-30	$1,041,197	14,601	+1.4%	Shares	Sole	2022-08-11
2022-03-31	$1,044,289	14,402	+5.8%	Shares	Sole	2022-04-29
2021-12-31	$933,579	13,613	-8.8%	Shares	Sole	2022-02-04
2021-09-30	$925,212	14,930	+5.2%	Shares	Sole	2021-10-14
2021-06-30	$858,697	14,191	+2.2%	Shares	Sole	2021-08-06
2021-03-31	$863,029	13,884	+13.6%	Shares	Sole	2021-05-13
2020-12-31	$750,981	12,225	+23.6%	Shares	Sole	2021-03-02
2020-09-30	$536,344	9,892	+1.2%	Shares	Sole	2020-11-18
2020-06-30	$506,937	9,777	+12.2%	Shares	Sole	2020-08-14
2020-03-31	$471,721	8,713	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.