Nikulski Financial, Inc.

Position in SO — Southern Co

CIK 1729847 BETTENDORF, IA

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$812,960

-$77,340 QoQ

Shares Held

8,494

-7.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,135

of 2,360 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Nikulski Financial, Inc. holds $2,166,640 across 4 Utilities - Regulated Electric names. SO ranks #1 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	8,494	$812,960
2	LNT	Alliant Energy Corp	7,819	$596,511
3	DUK	Duke Energy CORP	4,391	$555,812
4	PEG	Public Service Enterprise Group Inc	2,481	$201,357

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$812,960	8,494	-7.9%	Shares	Sole	2026-07-28
2026-03-31	$890,300	9,224	-0.9%	Shares	Sole	2026-05-15
2025-12-31	$811,919	9,311	+69.8%	Shares	Sole	2026-01-15
2025-09-30	$519,623	5,483	+8.0%	Shares	Sole	2025-11-05
2025-06-30	$466,312	5,078	+7.2%	Shares	Sole	2025-08-15
2025-03-31	$435,567	4,737	+17.7%	Shares	Sole	2025-05-01
2024-12-31	$331,173	4,023	+10.1%	Shares	Sole	2025-01-21
2024-09-30	$329,607	3,655	+5.3%	Shares	Sole	2024-10-28
2023-12-31	$243,316	3,470	0.0%	Shares	Sole	2024-02-01
2023-09-30	$224,578	3,470	-4.1%	Shares	Sole	2023-10-17
2023-06-30	$254,305	3,620	0.0%	Shares	Sole	2023-07-28
2023-03-31	$251,879	3,620	0.0%	Shares	Sole	2023-05-11
2022-12-31	$258,504	3,620	0.0%	Shares	Sole	2023-01-25
2022-09-30	$246,160	3,620	+14.2%	Shares	Sole	2022-10-20
2022-06-30	$226,052	3,170	-6.5%	Shares	Sole	2022-07-19
2022-03-31	$245,808	3,390	0.0%	Shares	Sole	2022-04-08
2021-12-31	$232,486	3,390	0.0%	Shares	Sole	2022-02-01
2021-09-30	$210,078	3,390	0.0%	Shares	Sole	2021-11-05
2021-06-30	$205,128	3,390	-28.5%	Shares	Sole	2021-08-11
2021-03-31	$294,638	4,740	-14.7%	Shares	Sole	2021-05-14
2020-12-31	$341,243	5,555	+5.8%	Shares	Sole	2021-02-09
2020-09-30	$284,655	5,250	+4.0%	Shares	Sole	2020-11-10
2020-06-30	$261,842	5,050	+26.9%	Shares	Sole	2020-07-17
2020-03-31	$215,477	3,980	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.