Black Diamond Financial, LLC

Position in SO — Southern Co

CIK 1759236 TOWSON, MD

Position in SO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$206,637

-$14,393 QoQ

Shares Held

2,159

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,027

of 2,359 holders

Holding Since

Mar 2022

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Black Diamond Financial, LLC holds $1,700,607 across 5 Utilities - Regulated Electric names. SO ranks #5 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	15,146	$706,106
2	EVRG	Evergy, Inc.	4,129	$356,869
3	DUK	Duke Energy CORP	1,768	$223,793
4	AEE	Ameren Corp	1,833	$207,202
5	SO	Southern Co This page	2,159	$206,637

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,637	2,159	-5.7%	Shares	Sole	2026-08-04
2026-03-31	$221,030	2,290	-1.5%	Shares	Sole	2026-05-05
2025-09-30	$220,435	2,326	-48.4%	Shares	Sole	2025-11-05
2022-06-30	$321,679	4,511	0.0%	Shares	Sole	2022-07-27
2022-03-31	$327,092	4,511	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.