MONECO ADVISORS, LLC

Position in SO — Southern Co

CIK 1765690 FAIRFIELD, CT

Position in SO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,298,019

+$286,586 QoQ

Shares Held

13,562

+29.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#900

of 2,360 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MONECO ADVISORS, LLC holds $10,802,682 across 8 Utilities - Regulated Electric names. SO ranks #3 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	37,747	$4,778,015
2	NEE	Nextera Energy Inc	16,835	$1,477,607
3	SO	Southern Co This page	13,562	$1,298,019
4	D	Dominion Energy, Inc	11,417	$779,666
5	ES	Eversource Energy	10,388	$750,740
6	PEG	Public Service Enterprise Group Inc	9,113	$739,611
7	ED	Consolidated Edison Inc	6,030	$667,098
8	AEP	American Electric Power Co Inc	2,280	$311,926

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,298,019	13,562	+29.4%	Shares	Sole	2026-08-11
2026-03-31	$1,011,433	10,479	-7.1%	Shares	Sole	2026-05-08
2025-12-31	$983,616	11,280	+1.6%	Shares	Sole	2026-02-04
2025-09-30	$1,052,231	11,103	+18.0%	Shares	Sole	2025-11-05
2025-06-30	$864,028	9,409	-0.4%	Shares	Sole	2025-08-13
2025-03-31	$868,743	9,448	+6.1%	Shares	Sole	2025-08-15
2024-12-31	$733,388	8,909	+3.6%	Shares	Sole	2025-08-15
2024-09-30	$775,548	8,600	+1.5%	Shares	Sole	2024-10-25
2024-06-30	$657,328	8,474	+0.4%	Shares	Sole	2024-07-19
2024-03-31	$605,629	8,442	+0.7%	Shares	Sole	2024-07-19
2023-12-31	$587,886	8,384	—	Shares	Sole	2024-03-13
No filing history on record for this holder in this stock.