Stokes Family Office, LLC

Family Office

Position in SO — Southern Co

CIK 1802278 NEW ORLEANS, LA

Position in SO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$899,482

-$567,525 QoQ

Shares Held

9,398

-38.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,076

of 2,359 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Stokes Family Office, LLC holds $2,119,762 across 5 Utilities - Regulated Electric names. SO ranks #1 (42.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	9,398	$899,482
2	D	Dominion Energy, Inc	6,958	$475,161
3	ED	Consolidated Edison Inc	2,678	$296,267
4	DUK	Duke Energy CORP	1,880	$237,970
5	ETR	Entergy Corp /De/	1,836	$210,882

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$899,482	9,398	-38.2%	Shares	Sole	2026-08-11
2026-03-31	$1,467,007	15,199	-5.0%	Shares	Sole	2026-05-12
2025-12-31	$1,394,676	15,994	+0.7%	Shares	Sole	2026-02-18
2025-09-30	$1,504,852	15,879	+1.4%	Shares	Sole	2025-11-14
2025-06-30	$1,438,149	15,661	-1.2%	Shares	Sole	2025-08-06
2025-03-31	$1,457,775	15,854	-0.6%	Shares	Sole	2025-05-13
2024-12-31	$1,313,333	15,954	+0.5%	Shares	Sole	2025-02-11
2024-09-30	$1,430,886	15,867	-0.5%	Shares	Sole	2024-11-12
2024-06-30	$1,237,319	15,951	+0.8%	Shares	Sole	2024-07-05
2024-03-31	$1,135,572	15,829	+0.1%	Shares	Sole	2024-05-06
2023-12-31	$1,108,597	15,810	-19.9%	Shares	Sole	2024-02-06
2023-09-30	$1,278,220	19,750	-0.9%	Shares	Other	2023-11-13
2023-06-30	$1,400,223	19,932	+2.8%	Shares	Other	2023-08-14
2023-03-31	$1,349,017	19,388	-7.7%	Shares	Other	2023-05-08
2022-12-31	$1,499,610	21,000	+27.3%	Shares	Other	2023-02-14
2022-09-30	$1,121,932	16,499	+0.2%	Shares	Other	2022-11-14
2022-06-30	$1,173,833	16,461	+1.5%	Shares	Other	2022-08-05
2022-03-31	$1,175,604	16,213	-0.5%	Shares	Other	2022-05-16
2021-12-31	$1,117,099	16,289	+16.0%	Shares	Other	2022-02-15
2021-09-30	$870,492	14,047	+2.6%	Shares	Other	2021-11-15
2021-06-30	$828,079	13,685	+1.1%	Shares	Other	2021-08-12
2021-03-31	$841,646	13,540	+0.0%	Shares	Other	2021-05-13
2020-12-31	$831,700	13,539	+5.4%	Shares	Other	2021-02-10
2020-09-30	$696,564	12,847	+2.0%	Shares	Other	2020-11-12
2020-06-30	$653,310	12,600	-7.8%	Shares	Other	2020-08-11
2020-03-31	$739,498	13,659	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.