CBIZ Investment Advisory Services, LLC

Position in SO — Southern Co

CIK 1795934 INDEPENDENCE, OH

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,967

-$25 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,324

of 2,360 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CBIZ Investment Advisory Services, LLC holds $45,796 across 8 Utilities - Regulated Electric names. SO ranks #5 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	250	$17,072
2	EXC	Exelon Corp	218	$10,163
3	DUK	Duke Energy CORP	43	$5,442
4	NEE	Nextera Energy Inc	35	$3,071
5	SO	Southern Co This page	31	$2,967
6	AEP	American Electric Power Co Inc	20	$2,736
7	ED	Consolidated Edison Inc	20	$2,212
8	DTE	Dte Energy Co	14	$2,133

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,967	31	0.0%	Shares	Sole	2026-08-13
2026-03-31	$2,992	31	-85.0%	Shares	Sole	2026-05-12
2025-12-31	$17,963	206	+2.0%	Shares	Sole	2026-02-09
2025-09-30	$19,143	202	-59.1%	Shares	Sole	2025-11-06
2025-06-30	$45,364	494	+29.0%	Shares	Sole	2025-08-11
2025-03-31	$35,216	383	+33.4%	Shares	Sole	2025-06-03
2024-12-31	$23,625	287	+0.7%	Shares	Sole	2025-02-10
2024-09-30	$25,701	285	+0.4%	Shares	Sole	2024-11-12
2024-06-30	$22,029	284	+0.4%	Shares	Sole	2024-08-09
2024-03-31	$20,302	283	—	Shares	Sole	2024-05-13
2021-09-30	$8,985	145	-40.8%	Principal	Sole	2021-11-12
2021-06-30	$14,824	245	0.0%	Principal	Sole	2021-08-16
2021-03-31	$15,229	245	+120.7%	Principal	Sole	2021-05-17
2020-12-31	$6,818	111	-54.7%	Principal	Sole	2021-02-16
2020-09-30	$13,283	245	0.0%	Principal	Sole	2020-11-13
2020-06-30	$12,703	245	0.0%	Principal	Sole	2020-08-14
2020-03-31	$13,264	245	—	Principal	Sole	2020-05-15
No filing history on record for this holder in this stock.