RDA Financial Network

Position in SO — Southern Co

CIK 1774086 AKRON, IA

Position in SO

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$386,476

-$1,791,980 QoQ

Shares Held

4,038

-82.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,565

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RDA Financial Network holds $2,643,330 across 6 Utilities - Regulated Electric names. SO ranks #4 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	5,815	$736,062
2	PEG	Public Service Enterprise Group Inc	5,996	$486,635
3	WEC	Wec Energy Group, Inc.	3,540	$413,365
4	SO	Southern Co This page	4,038	$386,476
5	XEL	Xcel Energy Inc	4,185	$336,055
6	ETR	Entergy Corp /De/	2,479	$284,737

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$386,476	4,038	-82.1%	Shares	Sole	2026-07-06
2026-03-31	$2,178,456	22,570	+5.5%	Shares	Sole	2026-04-08
2025-12-31	$1,865,469	21,393	+2.2%	Shares	Sole	2026-01-06
2025-09-30	$1,983,820	20,933	-1.7%	Shares	Sole	2025-10-08
2025-06-30	$1,956,162	21,302	+2.0%	Shares	Sole	2025-07-07
2025-03-31	$1,919,732	20,878	-0.4%	Shares	Sole	2025-04-14
2024-12-31	$1,725,509	20,961	+9.0%	Shares	Sole	2025-01-15
2024-09-30	$1,734,973	19,239	-6.1%	Shares	Sole	2024-10-15
2024-06-30	$1,589,642	20,493	+27.1%	Shares	Sole	2024-07-10
2024-03-31	$1,157,022	16,128	+7.5%	Shares	Sole	2024-04-11
2023-12-31	$1,052,431	15,009	+4.4%	Shares	Sole	2024-01-12
2023-09-30	$930,026	14,370	+4.3%	Shares	Sole	2023-10-18
2023-06-30	$968,255	13,783	+1.0%	Shares	Sole	2023-07-13
2023-03-31	$949,975	13,653	+3.5%	Shares	Sole	2023-04-12
2022-12-31	$941,897	13,190	+6.1%	Shares	Sole	2023-01-10
2022-09-30	$845,172	12,429	+3.1%	Shares	Sole	2022-10-11
2022-06-30	$859,570	12,054	-5.2%	Shares	Sole	2022-07-13
2022-03-31	$921,602	12,710	+20.9%	Shares	Sole	2022-04-12
2021-12-31	$721,050	10,514	+123.7%	Shares	Sole	2022-01-31
2021-09-30	$291,259	4,700	-0.2%	Shares	Sole	2021-10-29
2021-06-30	$285,002	4,710	+1.3%	Shares	Sole	2021-07-13
2021-03-31	$288,919	4,648	0.0%	Shares	Sole	2021-05-06
2020-12-31	$285,526	4,648	+8.1%	Shares	Sole	2021-02-05
2020-09-30	$233,146	4,300	-6.6%	Shares	Sole	2020-10-13
2020-06-30	$238,821	4,606	+2.7%	Shares	Sole	2020-07-14
2020-03-31	$242,926	4,487	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.