Journey Advisory Group, LLC

Position in SO — Southern Co

CIK 1840085 COVINGTON, KY

Position in SO

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

Position Value

$871,439

+$11,832 QoQ

Shares Held

9,105

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,090

of 2,359 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Journey Advisory Group, LLC holds $11,795,249 across 6 Utilities - Regulated Electric names. SO ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	68,216	$5,987,318
2	WEC	Wec Energy Group, Inc.	30,447	$3,555,296
3	SO	Southern Co This page	9,105	$871,439
4	DUK	Duke Energy CORP	6,643	$840,870
5	AEP	American Electric Power Co Inc	2,244	$307,001
6	CMS	Cms Energy Corp	3,050	$233,325

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$871,439	9,105	+2.2%	Shares	Sole	2026-08-04
2026-03-31	$859,607	8,906	+0.7%	Shares	Sole	2026-05-05
2025-12-31	$771,545	8,848	-9.7%	Shares	Sole	2026-01-27
2025-09-30	$928,556	9,798	0.0%	Shares	Sole	2025-11-10
2025-06-30	$899,750	9,798	-0.4%	Shares	Sole	2025-07-30
2025-03-31	$904,144	9,833	-2.0%	Shares	Sole	2025-05-13
2024-12-31	$825,916	10,033	0.0%	Shares	Sole	2025-02-04
2024-09-30	$904,775	10,033	0.0%	Shares	Sole	2024-11-12
2024-06-30	$778,259	10,033	0.0%	Shares	Sole	2024-08-02
2024-03-31	$719,767	10,033	0.0%	Shares	Sole	2024-05-09
2023-12-31	$703,513	10,033	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$650,953	10,058	0.0%	Shares	Sole	2023-11-15
2023-06-30	$706,574	10,058	+3.1%	Shares	Sole	2023-08-09
2023-03-31	$678,961	9,758	+2.4%	Shares	Sole	2023-05-04
2022-12-31	$680,251	9,526	+164.2%	Shares	Sole	2023-02-07
2022-09-30	$245,140	3,605	-29.4%	Shares	Sole	2022-11-09
2022-06-30	$364,037	5,105	+20.9%	Shares	Sole	2022-08-02
2022-03-31	$306,209	4,223	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.