LexAurum Advisors, LLC

Position in SO — Southern Co

CIK 1729677 OVERLAND PARK, KS

Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$295,648

+$8,501 QoQ

Shares Held

3,089

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,725

of 2,354 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LexAurum Advisors, LLC holds $3,101,795 across 7 Utilities - Regulated Electric names. SO ranks #6 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	5,874	$803,621
2	DUK	Duke Energy CORP	3,584	$453,662
3	LNT	Alliant Energy Corp	5,847	$446,067
4	NEE	Nextera Energy Inc	4,938	$433,408
5	EVRG	Evergy, Inc.	4,894	$422,988
6	SO	Southern Co This page	3,089	$295,648
7	PEG	Public Service Enterprise Group Inc	3,036	$246,401

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,648	3,089	+3.8%	Shares	Sole	2026-07-15
2026-03-31	$287,147	2,975	+0.5%	Shares	Sole	2026-04-13
2025-09-30	$280,424	2,959	+31.2%	Shares	Sole	2025-11-06
2025-06-30	$207,168	2,256	-7.2%	Shares	Sole	2025-07-17
2025-03-31	$223,530	2,431	0.0%	Shares	Sole	2025-04-14
2024-12-31	$200,119	2,431	+0.7%	Shares	Sole	2025-01-21
2024-09-30	$217,604	2,413	-18.1%	Shares	Sole	2024-10-17
2022-12-31	$210,445	2,947	+0.1%	Shares	Sole	2023-01-23
2022-09-30	$200,260	2,945	+0.0%	Shares	Sole	2022-10-17
2022-06-30	$209,936	2,944	+1.0%	Shares	Sole	2022-08-05
2022-03-31	$211,294	2,914	-0.3%	Shares	Sole	2022-05-04
2021-12-31	$200,527	2,924	—	Shares	Sole	2022-01-24
No filing history on record for this holder in this stock.