Symphony Financial, Ltd. Co.

Position in SO — Southern Co

CIK 1800687 HOUSTON, TX

Position in SO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,334,771

+$142,749 QoQ

Shares Held

13,946

+12.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#891

of 2,367 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $11,637,930 across 12 Utilities - Regulated Electric names. SO ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	41,997	$3,686,076
2	DUK	Duke Energy CORP	18,393	$2,328,185
3	ED	Consolidated Edison Inc	15,978	$1,767,646
4	SO	Southern Co This page	13,946	$1,334,771
5	AEP	American Electric Power Co Inc	3,373	$461,460
6	EIX	Edison International	5,724	$426,151
7	PEG	Public Service Enterprise Group Inc	4,947	$401,498
8	PCG	PG&E Corp	17,835	$299,984

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,334,771	13,946	+12.9%	Shares	Sole	2026-08-04
2026-03-31	$1,192,022	12,350	+9.8%	Shares	Sole	2026-05-01
2025-12-31	$980,651	11,246	-39.1%	Shares	Sole	2026-02-11
2025-09-30	$1,750,212	18,468	-2.0%	Shares	Sole	2025-10-31
2025-06-30	$1,730,811	18,848	+124.6%	Shares	Sole	2025-08-15
2025-03-31	$771,644	8,392	-46.8%	Shares	Sole	2025-04-23
2024-12-31	$1,297,445	15,761	-21.5%	Shares	Sole	2025-01-24
2024-09-30	$1,809,642	20,067	+3.8%	Shares	Sole	2024-10-21
2024-06-30	$1,499,117	19,326	+57.8%	Shares	Sole	2024-07-18
2024-03-31	$878,599	12,247	-29.2%	Shares	Sole	2024-04-17
2023-12-31	$1,213,286	17,303	+32.6%	Shares	Sole	2024-01-18
2023-09-30	$844,531	13,049	+1.8%	Shares	Sole	2023-11-07
2023-06-30	$900,745	12,822	+31.3%	Shares	Sole	2023-07-12
2023-03-31	$679,309	9,763	-6.0%	Shares	Sole	2023-05-03
2022-12-31	$741,450	10,383	-9.9%	Shares	Sole	2023-01-26
2022-09-30	$783,428	11,521	-3.5%	Shares	Sole	2022-10-28
2022-06-30	$851,797	11,945	+3.0%	Shares	Sole	2022-07-18
2022-03-31	$841,116	11,600	+33.0%	Shares	Sole	2022-05-13
2021-12-31	$598,360	8,725	+5.0%	Shares	Sole	2022-01-19
2021-09-30	$514,722	8,306	-3.0%	Shares	Sole	2021-10-12
2021-06-30	$517,905	8,559	-22.9%	Shares	Sole	2021-07-13
2021-03-31	$690,286	11,105	+27.8%	Shares	Sole	2021-04-15
2020-12-31	$533,949	8,692	-1.1%	Shares	Sole	2021-01-13
2020-09-30	$476,322	8,785	+3.3%	Shares	Sole	2020-10-09
2020-06-30	$440,880	8,503	+22.2%	Shares	Sole	2020-07-08
2020-03-31	$376,706	6,958	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.