MAGNOLIA CAPITAL ADVISORS LLC

Position in SO — Southern Co

CIK 1803662 RIDGELAND, MS

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,270,263

+$38,668 QoQ

Shares Held

13,272

+4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#911

of 2,360 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MAGNOLIA CAPITAL ADVISORS LLC holds $5,665,772 across 4 Utilities - Regulated Electric names. SO ranks #3 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	17,684	$2,031,184
2	NEE	Nextera Energy Inc	22,604	$1,983,953
3	SO	Southern Co This page	13,272	$1,270,263
4	DUK	Duke Energy CORP	3,005	$380,372

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,270,263	13,272	+4.0%	Shares	Sole	2026-08-14
2026-03-31	$1,231,595	12,760	+20.5%	Shares	Sole	2026-05-15
2025-12-31	$923,448	10,590	-8.1%	Shares	Sole	2026-02-13
2025-09-30	$1,092,224	11,525	-0.0%	Shares	Sole	2025-11-13
2025-06-30	$1,058,524	11,527	+1.9%	Shares	Sole	2025-08-05
2025-03-31	$1,040,506	11,316	-1.7%	Shares	Sole	2025-05-13
2024-12-31	$947,338	11,508	-9.5%	Shares	Sole	2025-05-13
2023-03-31	$885,127	12,721	-0.3%	Shares	Sole	2023-05-15
2022-12-31	$911,120	12,759	+0.2%	Shares	Sole	2023-02-14
2022-09-30	$865,844	12,733	-2.2%	Shares	Sole	2022-11-14
2022-06-30	$928,099	13,015	-1.2%	Shares	Sole	2022-08-15
2022-03-31	$955,536	13,178	-0.2%	Shares	Sole	2022-05-16
2021-12-31	$905,324	13,201	+9.6%	Shares	Sole	2022-01-26
2021-09-30	$746,552	12,047	-9.9%	Shares	Sole	2021-11-10
2021-06-30	$809,381	13,376	+3.1%	Shares	Sole	2021-07-29
2020-12-31	$797,299	12,979	+0.3%	Shares	Sole	2021-01-29
2020-09-30	$701,823	12,944	+0.2%	Shares	Sole	2020-11-02
2020-06-30	$669,642	12,915	-4.2%	Shares	Sole	2020-07-30
2020-03-31	$730,240	13,488	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.