PSI Advisors, LLC

Position in SO — Southern Co

CIK 1779040 TAMPA, FL

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$514,249

+$10,994 QoQ

Shares Held

5,373

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,385

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PSI Advisors, LLC holds $1,085,968 across 3 Utilities - Regulated Electric names. SO ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	5,373	$514,249
2	DUK	Duke Energy CORP	2,538	$321,260
3	PEG	Public Service Enterprise Group Inc	3,086	$250,459

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$514,249	5,373	+3.0%	Shares	Sole	2026-08-03
2026-03-31	$503,255	5,214	0.0%	Shares	Sole	2026-05-15
2025-12-31	$454,660	5,214	-0.7%	Shares	Sole	2026-02-09
2025-09-30	$497,447	5,249	0.0%	Shares	Sole	2025-11-12
2025-06-30	$482,015	5,249	-2.8%	Shares	Sole	2025-08-12
2025-03-31	$496,438	5,399	-10.3%	Shares	Sole	2025-04-21
2024-12-31	$495,647	6,021	0.0%	Shares	Sole	2025-01-13
2024-09-30	$542,973	6,021	-1.6%	Shares	Sole	2024-10-22
2024-06-30	$474,805	6,121	-26.5%	Shares	Sole	2024-07-23
2024-03-31	$597,665	8,331	+22.1%	Shares	Sole	2024-04-24
2023-12-31	$478,358	6,822	+1.8%	Shares	Sole	2024-02-01
2023-09-30	$433,688	6,701	+0.8%	Shares	Sole	2023-10-13
2023-06-30	$467,161	6,650	-7.6%	Shares	Sole	2023-07-21
2023-03-31	$500,906	7,199	0.0%	Shares	Sole	2023-04-25
2022-12-31	$514,080	7,199	-28.4%	Shares	Sole	2023-01-19
2022-09-30	$683,264	10,048	-18.1%	Shares	Sole	2022-10-20
2022-06-30	$874,617	12,265	-7.0%	Shares	Sole	2022-07-18
2022-03-31	$956,044	13,185	-5.3%	Shares	Sole	2022-04-20
2021-12-31	$955,045	13,926	-6.9%	Shares	Sole	2022-02-11
2021-09-30	$926,637	14,953	-9.0%	Shares	Sole	2021-11-12
2021-06-30	$993,755	16,423	-5.8%	Shares	Sole	2021-08-10
2021-03-31	$1,084,070	17,440	+7.5%	Shares	Sole	2021-05-11
2020-12-31	$996,456	16,221	-34.2%	Shares	Sole	2021-02-08
2020-09-30	$1,336,848	24,656	+17.9%	Shares	Sole	2020-11-12
2020-06-30	$1,083,976	20,906	-17.5%	Shares	Sole	2020-11-24
2020-03-31	$1,372,665	25,354	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.