SPRENG CAPITAL MANAGEMENT, INC.

Position in SO — Southern Co

CIK 1800913 Bucyrus, OH

Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,389,709

-$21,413 QoQ

Shares Held

14,520

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.68%

of 13F equity value

Holder Rank

#876

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SPRENG CAPITAL MANAGEMENT, INC. holds $3,434,169 across 3 Utilities - Regulated Electric names. SO ranks #2 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	13,034	$1,783,181
2	SO	Southern Co This page	14,520	$1,389,709
3	FE	Firstenergy Corp	5,496	$261,279

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,389,709	14,520	-0.7%	Shares	Sole	2026-07-15
2026-03-31	$1,411,122	14,620	+0.4%	Shares	Sole	2026-05-14
2025-12-31	$1,269,544	14,559	-0.4%	Shares	Sole	2026-01-30
2025-09-30	$1,385,253	14,617	0.0%	Shares	Sole	2025-10-22
2025-06-30	$1,342,279	14,617	0.0%	Shares	Sole	2025-07-29
2025-03-31	$1,344,033	14,617	0.0%	Shares	Sole	2025-05-13
2024-12-31	$1,203,271	14,617	-0.4%	Shares	Sole	2025-02-13
2024-09-30	$1,323,211	14,673	-18.8%	Shares	Sole	2024-10-17
2024-06-30	$1,401,922	18,073	-2.4%	Shares	Sole	2024-08-13
2024-03-31	$1,328,840	18,523	0.0%	Shares	Sole	2024-05-10
2023-12-31	$1,298,832	18,523	-2.2%	Shares	Sole	2024-01-19
2023-09-30	$1,226,120	18,945	-1.7%	Shares	Sole	2023-10-30
2023-06-30	$1,354,420	19,280	-1.5%	Shares	Sole	2023-08-01
2023-03-31	$1,362,376	19,580	-1.0%	Shares	Sole	2023-05-08
2022-12-31	$1,412,489	19,780	-4.8%	Shares	Sole	2023-02-03
2022-09-30	$1,413,040	20,780	-15.9%	Shares	Sole	2022-10-25
2022-06-30	$1,762,141	24,711	-0.2%	Shares	Sole	2022-07-26
2022-03-31	$1,795,420	24,761	0.0%	Shares	Sole	2022-05-13
2021-12-31	$1,698,109	24,761	+7.4%	Shares	Sole	2022-02-01
2021-09-30	$1,429,090	23,061	0.0%	Shares	Sole	2021-10-28
2021-06-30	$1,395,421	23,061	+1.5%	Shares	Sole	2021-07-29
2021-03-31	$1,412,337	22,721	+8.6%	Shares	Sole	2021-04-29
2020-12-31	$1,284,869	20,916	0.0%	Shares	Sole	2021-01-22
2020-09-30	$1,134,065	20,916	-0.2%	Shares	Sole	2020-10-21
2020-06-30	$1,087,087	20,966	0.0%	Shares	Sole	2020-07-15
2020-03-31	$1,135,099	20,966	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.