CPC Advisors, LLC

Position in SO — Southern Co

CIK 1805250 Atlanta, GA

Position in SO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,666,693

-$145,566 QoQ

Shares Held

17,414

-7.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#825

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

CPC Advisors, LLC holds $2,449,980 across 3 Utilities - Regulated Electric names. SO ranks #1 (68.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	17,414	$1,666,693
2	NEE	Nextera Energy Inc	6,226	$546,456
3	DUK	Duke Energy CORP	1,871	$236,831

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,666,693	17,414	-7.3%	Shares	Sole	2026-07-24
2026-03-31	$1,812,259	18,776	+0.9%	Shares	Sole	2026-04-16
2025-12-31	$1,622,443	18,606	+0.5%	Shares	Sole	2026-01-28
2025-09-30	$1,753,908	18,507	+1.4%	Shares	Sole	2025-10-27
2025-06-30	$1,676,540	18,257	-9.4%	Shares	Sole	2025-07-18
2025-03-31	$1,851,964	20,141	-0.3%	Shares	Sole	2025-04-22
2024-12-31	$1,662,287	20,193	+2.7%	Shares	Sole	2025-01-29
2024-09-30	$1,773,299	19,664	+1.6%	Shares	Sole	2024-10-31
2024-06-30	$1,501,755	19,360	-11.9%	Shares	Sole	2024-08-02
2024-03-31	$1,576,343	21,973	-2.1%	Shares	Sole	2024-05-02
2023-12-31	$1,573,843	22,445	-0.7%	Shares	Sole	2024-02-05
2023-09-30	$1,462,218	22,593	+7.2%	Shares	Sole	2023-11-08
2023-06-30	$1,479,956	21,067	+20.8%	Shares	Sole	2023-08-14
2023-03-31	$1,213,475	17,440	-0.4%	Shares	Sole	2023-05-04
2022-12-31	$1,249,889	17,503	-0.8%	Shares	Sole	2023-02-13
2022-09-30	$1,199,384	17,638	-1.9%	Shares	Sole	2022-11-04
2022-06-30	$1,281,654	17,973	0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,303,222	17,973	-23.9%	Shares	Sole	2022-05-03
2021-12-31	$1,619,928	23,621	+0.7%	Shares	Sole	2022-02-11
2021-09-30	$1,453,568	23,456	+0.9%	Shares	Sole	2021-11-17
2021-06-30	$1,406,675	23,247	+0.9%	Shares	Sole	2021-07-26
2021-03-31	$1,431,669	23,032	-11.4%	Shares	Sole	2021-05-05
2020-12-31	$1,596,688	25,992	+1.0%	Shares	Sole	2021-02-05
2020-09-30	$1,395,893	25,745	+1.1%	Shares	Sole	2020-11-10
2020-06-30	$1,319,789	25,454	+1.0%	Shares	Sole	2020-08-10
2020-03-31	$1,364,382	25,201	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.