Acorn Wealth Advisors, LLC

Position in SO — Southern Co

CIK 1730610 Grand Blanc, MI

Position in SO

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

Position Value

$1,001,892

-$3,460 QoQ

Shares Held

10,468

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#1,018

of 2,356 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Acorn Wealth Advisors, LLC holds $4,268,165 across 4 Utilities - Regulated Electric names. SO ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	12,288	$1,872,322
2	SO	Southern Co This page	10,468	$1,001,892
3	NEE	Nextera Energy Inc	10,376	$910,701
4	CMS	Cms Energy Corp	6,317	$483,250

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,001,892	10,468	+0.5%	Shares	Sole	2026-07-30
2026-03-31	$1,005,352	10,416	+0.7%	Shares	Sole	2026-04-30
2025-12-31	$901,822	10,342	+0.7%	Shares	Sole	2026-02-10
2025-09-30	$973,477	10,272	+0.7%	Shares	Sole	2025-10-31
2025-06-30	$937,033	10,204	+0.6%	Shares	Sole	2025-08-14
2025-03-31	$932,648	10,143	+0.8%	Shares	Sole	2025-05-01
2024-12-31	$827,974	10,058	+0.6%	Shares	Sole	2025-02-04
2024-09-30	$901,258	9,994	-2.0%	Shares	Sole	2024-11-13
2024-06-30	$791,446	10,203	-1.2%	Shares	Sole	2024-07-30
2024-03-31	$741,002	10,329	+7.6%	Shares	Sole	2024-04-26
2023-12-31	$672,941	9,597	+0.8%	Shares	Sole	2024-02-07
2023-09-30	$616,199	9,521	+1.0%	Shares	Sole	2023-11-07
2023-06-30	$662,176	9,426	+0.9%	Shares	Sole	2023-08-02
2023-03-31	$650,085	9,343	+0.9%	Shares	Sole	2023-05-09
2022-12-31	$661,113	9,258	+1.1%	Shares	Sole	2023-02-10
2022-09-30	$622,948	9,161	+0.9%	Shares	Sole	2022-11-09
2022-06-30	$647,352	9,078	-7.7%	Shares	Sole	2022-08-08
2022-03-31	$712,990	9,833	+0.9%	Shares	Sole	2022-05-03
2021-12-31	$668,586	9,749	+0.9%	Shares	Sole	2022-02-14
2021-09-30	$599,002	9,666	+0.9%	Shares	Sole	2021-11-12
2021-06-30	$579,806	9,582	-0.5%	Shares	Sole	2021-08-16
2020-03-31	$521,530	9,633	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.