Syverson Strege & Co

Position in SO — Southern Co

CIK 1682057 WEST DES MOINES, IA

Position in SO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$544,207

-$4,123 QoQ

Shares Held

5,686

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#1,351

of 2,359 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Syverson Strege & Co holds $1,691,427 across 6 Utilities - Regulated Electric names. SO ranks #1 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	5,686	$544,207
2	AEE	Ameren Corp	2,414	$272,878
3	NEE	Nextera Energy Inc	2,843	$249,530
4	EXC	Exelon Corp	4,575	$213,286
5	ED	Consolidated Edison Inc	1,900	$210,197
6	LNT	Alliant Energy Corp	2,639	$201,329

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$544,207	5,686	+0.1%	Shares	Sole	2026-08-06
2026-03-31	$548,330	5,681	-6.0%	Shares	Sole	2026-05-04
2025-12-31	$526,862	6,042	-0.7%	Shares	Sole	2026-02-09
2025-09-30	$576,485	6,083	-5.2%	Shares	Sole	2025-12-01
2025-06-30	$589,364	6,418	+48.4%	Shares	Sole	2025-08-04
2025-03-31	$397,775	4,326	+1.5%	Shares	Sole	2025-05-13
2024-12-31	$351,012	4,264	+2.8%	Shares	Sole	2025-02-11
2024-09-30	$373,976	4,147	-0.7%	Shares	Sole	2024-11-12
2024-06-30	$324,009	4,177	+0.8%	Shares	Sole	2024-08-07
2024-03-31	$297,147	4,142	+2.4%	Shares	Sole	2024-04-30
2023-12-31	$283,495	4,043	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$262,180	4,051	+0.3%	Shares	Sole	2023-11-09
2023-06-30	$283,810	4,040	+1.8%	Shares	Sole	2023-08-04
2023-03-31	$276,232	3,970	+1.0%	Shares	Sole	2023-05-03
2022-12-31	$280,784	3,932	+0.9%	Shares	Sole	2023-02-07
2022-09-30	$264,928	3,896	+0.9%	Shares	Sole	2022-11-09
2022-06-30	$275,399	3,862	+0.9%	Shares	Sole	2022-08-11
2022-03-31	$277,568	3,828	+1.0%	Shares	Sole	2022-04-13
2021-12-31	$259,986	3,791	+1.0%	Shares	Other	2022-01-19
2021-09-30	$232,573	3,753	+1.0%	Shares	Sole	2021-11-02
2021-06-30	$224,855	3,716	+1.0%	Shares	Sole	2021-08-04
2021-03-31	$228,686	3,679	+1.1%	Shares	Sole	2021-05-07
2020-12-31	$223,543	3,639	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.