HORIZON FINANCIAL SERVICES, LLC

Position in SO — Southern Co

CIK 1674020 WINSTON SALEM, NC

Position in SO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$113,703

-$962 QoQ

Shares Held

1,188

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#2,100

of 2,356 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

HORIZON FINANCIAL SERVICES, LLC holds $1,388,102 across 9 Utilities - Regulated Electric names. SO ranks #2 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	8,934	$1,130,865
2	SO	Southern Co This page	1,188	$113,703
3	PEG	Public Service Enterprise Group Inc	475	$38,551
4	D	Dominion Energy, Inc	468	$31,959
5	EIX	Edison International	378	$28,142
6	PPL	PPL Corp	644	$23,409
7	EXC	Exelon Corp	312	$14,545
8	NEE	Nextera Energy Inc	63	$5,529

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$113,703	1,188	0.0%	Shares	Sole	2026-07-20
2026-03-31	$114,665	1,188	0.0%	Shares	Sole	2026-04-15
2025-12-31	$103,593	1,188	0.0%	Shares	Sole	2026-01-12
2025-09-30	$112,586	1,188	+850.4%	Shares	Sole	2025-11-12
2025-06-30	$11,478	125	-34.2%	Shares	Sole	2025-08-12
2025-03-31	$17,470	190	0.0%	Shares	Sole	2025-05-07
2024-12-31	$15,640	190	0.0%	Shares	Sole	2025-02-12
2024-09-30	$17,134	190	0.0%	Shares	Sole	2024-11-13
2024-06-30	$14,738	190	0.0%	Shares	Sole	2024-08-15
2024-03-31	$13,630	190	-80.1%	Shares	Sole	2024-04-26
2020-12-31	$58,542	953	0.0%	Shares	Sole	2021-01-19
2020-09-30	$51,671	953	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.