Founders Financial Alliance, LLC

Position in SO — Southern Co

CIK 1832190 RALEIGH, NC

Position in SO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$452,516

-$32,786 QoQ

Shares Held

4,728

-6.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,471

of 2,360 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Founders Financial Alliance, LLC holds $13,122,470 across 6 Utilities - Regulated Electric names. SO ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	61,987	$7,846,314
2	NEE	Nextera Energy Inc	20,321	$1,783,574
3	AEP	American Electric Power Co Inc	12,035	$1,646,508
4	D	Dominion Energy, Inc	15,655	$1,069,079
5	SO	Southern Co This page	4,728	$452,516
6	ETR	Entergy Corp /De/	2,825	$324,479

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$452,516	4,728	-6.0%	Shares	Sole	2026-08-04
2026-03-31	$485,302	5,028	+50.9%	Shares	Sole	2026-05-11
2025-12-31	$290,637	3,333	+36.2%	Shares	Sole	2026-02-12
2025-09-30	$231,902	2,447	+0.7%	Shares	Sole	2025-11-07
2025-03-31	$223,530	2,431	+10.8%	Shares	Sole	2025-05-12
2024-09-30	$197,945	2,195	-13.8%	Shares	Sole	2024-11-01
2024-06-30	$197,415	2,545	-51.1%	Shares	Sole	2024-08-26
2023-06-30	$365,862	5,208	+5.2%	Shares	Sole	2023-08-11
2022-12-31	$353,550	4,951	+3.3%	Shares	Sole	2023-02-15
2022-09-30	$325,992	4,794	-4.1%	Shares	Sole	2022-11-14
2022-06-30	$356,478	4,999	+9.5%	Shares	Sole	2022-08-15
2022-03-31	$330,935	4,564	+54.4%	Shares	Sole	2022-05-12
2021-12-31	$202,722	2,956	+68.4%	Shares	Sole	2022-02-14
2020-09-30	$95,154	1,755	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.