Rise Advisors, LLC

Position in SO — Southern Co

CIK 1831316 ROCHESTER, NY

Position in SO

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$425,909

-$2,929 QoQ

Shares Held

4,450

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#1,507

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Rise Advisors, LLC holds $672,401 across 2 Utilities - Regulated Electric names. SO ranks #1 (63.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co This page	4,450	$425,909
2	LNT	Alliant Energy Corp	3,231	$246,492

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,909	4,450	+0.2%	Shares	Sole	2026-07-10
2026-03-31	$428,838	4,443	-1.5%	Shares	Sole	2026-04-03
2025-12-31	$393,446	4,512	-7.4%	Shares	Sole	2026-02-11
2025-09-30	$461,624	4,871	-1.7%	Shares	Sole	2025-10-08
2025-06-30	$454,925	4,954	-2.3%	Shares	Sole	2025-07-08
2025-03-31	$466,462	5,073	-11.5%	Shares	Sole	2025-05-15
2024-12-31	$471,693	5,730	-0.7%	Shares	Sole	2025-01-07
2024-09-30	$520,518	5,772	+4.2%	Shares	Sole	2024-10-11
2024-06-30	$429,892	5,542	+9.0%	Shares	Sole	2024-07-09
2024-03-31	$364,797	5,085	+28.9%	Shares	Sole	2024-04-09
2023-12-31	$276,553	3,944	+14.1%	Shares	Sole	2024-01-10
2023-09-30	$223,737	3,457	+39.8%	Shares	Sole	2023-10-10
2023-06-30	$173,658	2,472	+4.2%	Shares	Sole	2023-07-10
2023-03-31	$165,113	2,373	+64.8%	Shares	Sole	2023-04-05
2022-12-31	$102,830	1,440	+42.3%	Shares	Sole	2023-01-06
2022-09-30	$68,816	1,012	+8.2%	Shares	Sole	2022-10-11
2022-06-30	$66,674	935	+87.0%	Shares	Sole	2022-07-28
2022-03-31	$36,255	500	0.0%	Shares	Sole	2022-04-22
2021-12-31	$34,290	500	—	Shares	Sole	2022-02-24
No filing history on record for this holder in this stock.