HOWARD FINANCIAL SERVICES, LTD.

Position in SO — Southern Co

CIK 1768130 DALLAS, TX

Position in SO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$316,608

New position

Shares Held

3,308

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,688

of 2,360 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

HOWARD FINANCIAL SERVICES, LTD. holds $1,586,507 across 4 Utilities - Regulated Electric names. SO ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	6,964	$611,230
2	DUK	Duke Energy CORP	2,901	$367,208
3	SO	Southern Co This page	3,308	$316,608
4	D	Dominion Energy, Inc	4,268	$291,461

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,608	3,308	—	Shares	Sole	2026-07-07
No filing history on record for this holder in this stock.