Stokes Capital Advisors, LLC

Position in SO — Southern Co

CIK 1734460 GREENWOOD, SC

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$687,484

+$31,728 QoQ

Shares Held

7,183

+5.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,223

of 2,360 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Stokes Capital Advisors, LLC holds $8,660,417 across 4 Utilities - Regulated Electric names. SO ranks #2 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	84,665	$7,431,047
2	SO	Southern Co This page	7,183	$687,484
3	WEC	Wec Energy Group, Inc.	2,684	$313,410
4	DUK	Duke Energy CORP	1,805	$228,476

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$687,484	7,183	+5.7%	Shares	Sole	2026-07-22
2026-03-31	$655,756	6,794	0.0%	Shares	Sole	2026-04-24
2025-12-31	$592,436	6,794	0.0%	Shares	Sole	2026-01-12
2025-09-30	$643,867	6,794	0.0%	Shares	Sole	2025-10-09
2025-06-30	$623,893	6,794	0.0%	Shares	Sole	2025-07-09
2025-03-31	$624,708	6,794	0.0%	Shares	Sole	2025-04-11
2024-12-31	$559,282	6,794	0.0%	Shares	Sole	2025-01-16
2024-09-30	$612,682	6,794	0.0%	Shares	Sole	2024-10-07
2024-06-30	$527,010	6,794	0.0%	Shares	Sole	2024-07-19
2024-03-31	$487,401	6,794	-1.8%	Shares	Sole	2024-04-16
2023-12-31	$485,160	6,919	+1.0%	Shares	Sole	2024-01-16
2023-09-30	$443,267	6,849	0.0%	Shares	Sole	2023-10-11
2023-06-30	$481,142	6,849	0.0%	Shares	Sole	2023-07-12
2023-03-31	$476,553	6,849	0.0%	Shares	Sole	2023-04-12
2022-12-31	$489,087	6,849	+2.1%	Shares	Sole	2023-01-18
2020-06-30	$347,913	6,710	0.0%	Shares	Sole	2020-07-15
2020-03-31	$363,279	6,710	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.