MainStreet Investment Advisors LLC

Position in SO — Southern Co

CIK 1729854 CHICAGO, IL

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,309,298

+$106,055 QoQ

Shares Held

65,921

+2.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#431

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

MainStreet Investment Advisors LLC holds $15,923,623 across 5 Utilities - Regulated Electric names. SO ranks #1 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	65,921	$6,309,298
2	AEP	American Electric Power Co Inc	38,063	$5,207,399
3	NEE	Nextera Energy Inc	26,529	$2,328,450
4	DUK	Duke Energy CORP	11,573	$1,464,910
5	EVRG	Evergy, Inc.	7,099	$613,566

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,309,298	65,921	+2.6%	Shares	Sole	2026-08-12
2026-03-31	$6,203,243	64,269	-3.0%	Shares	Sole	2026-05-11
2025-12-31	$5,775,866	66,237	-8.8%	Shares	Sole	2026-02-10
2025-09-30	$6,883,145	72,630	-2.6%	Shares	Sole	2025-11-10
2025-06-30	$6,850,793	74,603	-2.0%	Shares	Sole	2025-08-11
2025-03-31	$6,996,291	76,088	-3.7%	Shares	Sole	2025-04-30
2024-12-31	$6,506,902	79,044	-1.5%	Shares	Sole	2025-02-14
2024-09-30	$7,234,600	80,224	-2.5%	Shares	Sole	2024-11-12
2024-06-30	$6,379,279	82,239	-4.6%	Shares	Sole	2024-08-06
2024-03-31	$6,184,203	86,203	-1.1%	Shares	Sole	2024-05-08
2023-12-31	$6,113,271	87,183	-3.6%	Shares	Defined	2024-02-09
2023-09-30	$5,851,788	90,417	-2.4%	Shares	Defined	2024-02-16
2023-06-30	$6,511,051	92,684	-1.8%	Shares	Defined	2024-02-16
2023-03-31	$6,564,873	94,350	+2.5%	Shares	Defined	2023-04-28
2022-12-31	$6,571,933	92,031	-8.8%	Shares	Defined	2023-02-02
2022-09-30	$6,860,044	100,883	+0.0%	Shares	Defined	2022-11-02
2022-06-30	$7,193,610	100,878	-0.8%	Shares	Defined	2022-08-03
2022-03-31	$7,370,786	101,652	-0.3%	Shares	Defined	2022-05-02
2021-12-31	$6,994,885	101,996	+1.6%	Shares	Defined	2022-02-01
2021-09-30	$6,221,540	100,396	-2.1%	Shares	Defined	2021-11-08
2021-06-30	$6,206,692	102,573	+1.3%	Shares	Defined	2021-08-05
2021-03-31	$6,295,937	101,286	+0.7%	Shares	Defined	2021-05-07
2020-12-31	$6,181,332	100,624	-5.1%	Shares	Defined	2021-02-09
2020-09-30	$5,749,705	106,044	+12.8%	Shares	Defined	2020-11-09
2020-06-30	$4,872,914	93,981	-7.2%	Shares	Sole	2020-08-14
2020-03-31	$5,482,811	101,271	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.