JT Stratford LLC

Position in SO — Southern Co

CIK 1689013 GAINESVILLE, GA

Position in SO

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

Position Value

$808,462

-$9,255 QoQ

Shares Held

8,447

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,138

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

JT Stratford LLC holds $4,491,653 across 3 Utilities - Regulated Electric names. SO ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	22,313	$1,958,412
2	DUK	Duke Energy CORP	13,626	$1,724,779
3	SO	Southern Co This page	8,447	$808,462

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$808,462	8,447	-0.3%	Shares	Sole	2026-08-14
2026-03-31	$817,717	8,472	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$737,712	8,460	+0.8%	Shares	Sole	2026-02-12
2025-09-30	$795,688	8,396	-4.2%	Shares	Sole	2025-11-12
2025-06-30	$804,706	8,763	+1.9%	Shares	Sole	2025-08-13
2025-03-31	$790,770	8,600	-4.3%	Shares	Sole	2025-05-14
2024-12-31	$739,562	8,984	-1.9%	Shares	Sole	2025-02-18
2024-09-30	$825,868	9,158	+19.8%	Shares	Sole	2024-11-14
2024-06-30	$593,177	7,647	-10.6%	Shares	Sole	2024-08-14
2024-03-31	$613,663	8,554	-11.6%	Shares	Sole	2024-05-14
2023-12-31	$678,761	9,680	-3.8%	Shares	Sole	2024-02-14
2023-09-30	$651,536	10,067	+24.2%	Shares	Sole	2023-11-14
2023-06-30	$569,306	8,104	+6.2%	Shares	Sole	2023-08-14
2023-03-31	$530,756	7,628	+41.4%	Shares	Sole	2023-05-10
2022-12-31	$385,114	5,393	+11.8%	Shares	Sole	2023-02-14
2022-09-30	$328,032	4,824	-3.8%	Shares	Sole	2022-11-14
2022-06-30	$357,690	5,016	-8.3%	Shares	Sole	2022-08-15
2022-03-31	$396,702	5,471	-2.7%	Shares	Sole	2022-05-12
2021-12-31	$385,693	5,624	-0.3%	Shares	Sole	2022-02-11
2021-09-30	$349,510	5,640	-75.3%	Shares	Sole	2021-11-15
2021-06-30	$1,382,108	22,841	-3.4%	Shares	Sole	2021-08-16
2021-03-31	$1,469,897	23,647	-21.9%	Shares	Sole	2021-05-12
2020-12-31	$1,861,083	30,296	+2.1%	Shares	Sole	2021-02-16
2020-09-30	$1,608,544	29,667	-12.8%	Shares	Sole	2020-11-13
2020-06-30	$1,763,314	34,008	+6.4%	Shares	Sole	2020-08-14
2020-03-31	$1,730,747	31,968	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.