BFSG, LLC

Position in SO — Southern Co

CIK 1706836 IRVINE, CA

Position in SO

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

Position Value

$7,105,606

-$30,696 QoQ

Shares Held

74,241

+0.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#402

of 2,354 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BFSG, LLC holds $31,582,876 across 18 Utilities - Regulated Electric names. SO ranks #1 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	74,241	$7,105,606
2	NEE	Nextera Energy Inc	76,001	$6,670,607
3	ES	Eversource Energy	58,477	$4,226,132
4	PNW	Pinnacle West Capital Corp	36,571	$3,913,097
5	EXC	Exelon Corp	59,529	$2,775,241
6	DUK	Duke Energy CORP	14,406	$1,823,511
7	AEP	American Electric Power Co Inc	10,955	$1,498,753
8	EMA	Emera Inc	27,894	$1,478,939

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,105,606	74,241	+0.4%	Shares	Sole	2026-07-20
2026-03-31	$7,136,302	73,936	+2.1%	Shares	Sole	2026-04-29
2025-12-31	$6,315,634	72,427	-0.5%	Shares	Sole	2026-01-22
2025-09-30	$6,897,550	72,782	+0.8%	Shares	Sole	2025-10-29
2025-06-30	$6,632,789	72,229	+0.1%	Shares	Sole	2025-07-15
2025-03-31	$6,633,640	72,144	-0.7%	Shares	Sole	2025-04-18
2024-12-31	$5,978,160	72,621	-1.6%	Shares	Sole	2025-01-31
2024-09-30	$6,655,644	73,804	-1.2%	Shares	Sole	2024-10-16
2024-06-30	$5,792,151	74,670	+5028.4%	Shares	Sole	2024-07-29
2024-03-31	$104,453	1,456	+2.9%	Shares	Sole	2024-04-23
2023-12-31	$99,219	1,415	—	Shares	Sole	2024-04-23
No filing history on record for this holder in this stock.