CERTUITY, LLC

Position in SO — Southern Co

CIK 1800752 NORTH PALM BEACH, FL

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$448,401

-$24,740 QoQ

Shares Held

4,685

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,476

of 2,360 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CERTUITY, LLC holds $8,804,280 across 17 Utilities - Regulated Electric names. SO ranks #6 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	22,158	$1,944,807
2	ED	Consolidated Edison Inc	9,028	$998,767
3	DUK	Duke Energy CORP	6,212	$786,314
4	PNW	Pinnacle West Capital Corp	4,649	$497,443
5	ES	Eversource Energy	6,445	$465,780
6	SO	Southern Co This page	4,685	$448,401
7	EXC	Exelon Corp	9,470	$441,491
8	AEE	Ameren Corp	3,771	$426,273

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$448,401	4,685	-4.4%	Shares	Sole	2026-07-28
2026-03-31	$473,141	4,902	-15.2%	Shares	Sole	2026-05-11
2025-12-31	$504,103	5,781	-4.9%	Shares	Sole	2026-01-30
2025-09-30	$576,296	6,081	+28.9%	Shares	Sole	2025-11-13
2025-06-30	$433,345	4,719	-4.7%	Shares	Sole	2025-08-14
2025-03-31	$455,152	4,950	+1.2%	Shares	Sole	2025-05-13
2024-12-31	$402,791	4,893	+11.2%	Shares	Sole	2025-01-29
2024-09-30	$396,792	4,400	-4.7%	Shares	Sole	2024-11-12
2024-06-30	$358,295	4,619	-3.1%	Shares	Sole	2024-08-06
2024-03-31	$342,128	4,769	-8.0%	Shares	Sole	2024-05-15
2023-12-31	$363,291	5,181	-25.1%	Shares	Sole	2024-02-05
2022-03-31	$501,769	6,920	-53.9%	Shares	Sole	2022-05-06
2021-12-31	$1,029,934	15,018	-2.7%	Shares	Sole	2022-02-28
2021-09-30	$956,692	15,438	+33.8%	Shares	Sole	2021-11-03
2021-06-30	$698,164	11,538	+33.5%	Shares	Sole	2021-08-16
2021-03-31	$537,186	8,642	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.