MPS Loria Financial Planners, LLC

Position in SO — Southern Co

CIK 1716180 Burr Ridge, IL

Position in SO

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

Position Value

$227,215

-$1,923 QoQ

Shares Held

2,374

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,954

of 2,360 holders

Holding Since

Jun 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MPS Loria Financial Planners, LLC holds $1,551,755 across 4 Utilities - Regulated Electric names. SO ranks #4 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	4,922	$574,741
2	NEE	Nextera Energy Inc	5,342	$468,867
3	EXC	Exelon Corp	6,026	$280,932
4	SO	Southern Co This page	2,374	$227,215

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,215	2,374	0.0%	Shares	Sole	2026-07-30
2026-03-31	$229,138	2,374	0.0%	Shares	Sole	2026-05-08
2025-12-31	$207,012	2,374	0.0%	Shares	Sole	2026-02-03
2025-09-30	$224,983	2,374	0.0%	Shares	Sole	2025-10-17
2025-06-30	$218,004	2,374	0.0%	Shares	Sole	2025-07-29
2025-03-31	$218,289	2,374	+38.7%	Shares	Sole	2025-04-22
2021-03-31	$106,355	1,711	+1.2%	Shares	Sole	2021-05-03
2020-12-31	$103,878	1,691	+40.3%	Shares	Sole	2021-02-02
2020-09-30	$65,335	1,205	-36.2%	Shares	Sole	2020-10-13
2020-06-30	$97,996	1,890	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.