Sound Financial Strategies Group, LLC

Position in SO — Southern Co

CIK 1800620 MADISON, MS

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$260,426

-$2,204 QoQ

Shares Held

2,721

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#1,839

of 2,360 holders

Holding Since

Dec 2020

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sound Financial Strategies Group, LLC holds $1,247,525 across 4 Utilities - Regulated Electric names. SO ranks #4 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,448	$390,400
2	ES	Eversource Energy	4,177	$301,871
3	ED	Consolidated Edison Inc	2,665	$294,828
4	SO	Southern Co This page	2,721	$260,426

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,426	2,721	0.0%	Shares	Sole	2026-08-10
2026-03-31	$262,630	2,721	-71.4%	Shares	Sole	2026-05-08
2021-03-31	$592,384	9,530	+0.4%	Shares	Sole	2021-05-07
2020-12-31	$583,093	9,492	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.