CLIENT 1ST ADVISORY GROUP, LLC

Position in SO — Southern Co

CIK 1802816 DUNEDIN, FL

Position in SO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$678,488

+$21,863 QoQ

Shares Held

7,089

+4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#1,233

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CLIENT 1ST ADVISORY GROUP, LLC holds $1,360,724 across 3 Utilities - Regulated Electric names. SO ranks #1 (49.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	7,089	$678,488
2	NEE	Nextera Energy Inc	5,304	$465,532
3	DUK	Duke Energy CORP	1,712	$216,704

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$678,488	7,089	+4.2%	Shares	Sole	2026-07-13
2026-03-31	$656,625	6,803	0.0%	Shares	Sole	2026-04-15
2025-12-31	$593,221	6,803	0.0%	Shares	Sole	2026-01-12
2025-09-30	$644,720	6,803	0.0%	Shares	Sole	2025-10-17
2025-06-30	$624,719	6,803	0.0%	Shares	Sole	2025-07-18
2025-03-31	$625,535	6,803	-2.3%	Shares	Sole	2025-05-19
2024-12-31	$573,029	6,961	0.0%	Shares	Sole	2025-01-16
2024-09-30	$627,742	6,961	+2.3%	Shares	Sole	2025-02-10
2024-06-30	$527,708	6,803	0.0%	Shares	Sole	2024-08-08
2024-03-31	$488,047	6,803	0.0%	Shares	Sole	2024-05-09
2023-12-31	$477,026	6,803	+13.7%	Shares	Sole	2024-02-13
2023-09-30	$387,219	5,983	0.0%	Shares	Sole	2023-11-14
2023-06-30	$420,305	5,983	+76.9%	Shares	Sole	2023-08-14
2023-03-31	$235,389	3,383	-11.1%	Shares	Sole	2023-05-15
2022-12-31	$271,715	3,805	0.0%	Shares	Sole	2023-02-13
2022-09-30	$258,740	3,805	0.0%	Shares	Sole	2022-11-23
2022-06-30	$271,334	3,805	0.0%	Shares	Sole	2022-08-12
2022-03-31	$275,900	3,805	+14.5%	Shares	Sole	2022-05-13
2021-12-31	$227,822	3,322	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.