Marshall Financial Group, LLC

Position in SO — Southern Co

CIK 1841496 Hunt Valley, MD

Position in SO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,285,437

+$196,894 QoQ

Shares Held

34,327

+7.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#584

of 2,360 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Marshall Financial Group, LLC holds $8,894,311 across 6 Utilities - Regulated Electric names. SO ranks #2 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	30,873	$3,415,479
2	SO	Southern Co This page	34,327	$3,285,437
3	NEE	Nextera Energy Inc	7,434	$652,482
4	PNW	Pinnacle West Capital Corp	5,996	$641,572
5	DUK	Duke Energy CORP	4,234	$535,939
6	EXC	Exelon Corp	7,795	$363,402

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,285,437	34,327	+7.3%	Shares	Sole	2026-07-20
2026-03-31	$3,088,543	31,999	+2.7%	Shares	Sole	2026-04-13
2025-12-31	$2,717,152	31,160	-6.2%	Shares	Sole	2026-01-09
2025-09-30	$3,146,837	33,205	+5.3%	Shares	Sole	2025-10-08
2025-06-30	$2,895,950	31,536	+2.8%	Shares	Sole	2025-07-10
2025-03-31	$2,820,290	30,672	+2.9%	Shares	Sole	2025-04-16
2024-12-31	$2,453,959	29,810	-4.4%	Shares	Sole	2025-01-21
2024-09-30	$2,811,632	31,178	-0.8%	Shares	Sole	2024-10-16
2024-06-30	$2,437,094	31,418	+871.5%	Shares	Sole	2024-07-19
2021-03-31	$201,025	3,234	-9.4%	Shares	Sole	2021-04-20
2020-12-31	$219,182	3,568	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.