Apella Capital, LLC

Position in SO — Southern Co

CIK 1801507 WEST HARTFORD, CT

Position in SO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,772,527

+$218,898 QoQ

Shares Held

28,968

+9.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#642

of 2,360 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Apella Capital, LLC holds $16,081,504 across 15 Utilities - Regulated Electric names. SO ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	35,992	$3,159,017
2	SO	Southern Co This page	28,968	$2,772,527
3	DUK	Duke Energy CORP	15,585	$1,972,749
4	D	Dominion Energy, Inc	27,800	$1,898,462
5	AEP	American Electric Power Co Inc	8,445	$1,155,360
6	ED	Consolidated Edison Inc	8,618	$953,409
7	LNT	Alliant Energy Corp	11,528	$879,471
8	DTE	Dte Energy Co	5,173	$788,210

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,772,527	28,968	+9.5%	Shares	Sole	2026-07-08
2026-03-31	$2,553,629	26,457	+43.2%	Shares	Sole	2026-04-20
2025-12-31	$1,611,194	18,477	+66.1%	Shares	Sole	2026-01-21
2025-09-30	$1,053,937	11,121	-0.3%	Shares	Sole	2025-10-17
2025-06-30	$1,024,088	11,152	+0.9%	Shares	Sole	2025-07-08
2025-03-31	$1,016,231	11,052	+81.4%	Shares	Sole	2025-04-10
2024-12-31	$501,411	6,091	+3.4%	Shares	Sole	2025-01-14
2024-09-30	$531,250	5,891	+1.2%	Shares	Sole	2024-10-03
2024-06-30	$451,612	5,822	+41.4%	Shares	Sole	2024-07-10
2024-03-31	$295,353	4,117	-1.8%	Shares	Sole	2024-04-10
2023-12-31	$293,943	4,192	+47.2%	Shares	Sole	2024-01-05
2023-06-30	$200,001	2,847	—	Shares	Sole	2023-07-06
No filing history on record for this holder in this stock.