STABLEFORD CAPITAL II LLC

Position in SO — Southern Co

CIK 1842089 SCOTTSDALE, AZ

Position in SO

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$1,174,074

+$39,192 QoQ

Shares Held

12,267

+4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#953

of 2,360 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Utilities · as of Jun 30, 2026

STABLEFORD CAPITAL II LLC holds $4,218,533 across 4 Utilities - Regulated Electric names. SO ranks #1 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	12,267	$1,174,074
2	DUK	Duke Energy CORP	9,149	$1,158,080
3	NEE	Nextera Energy Inc	11,041	$969,068
4	AEP	American Electric Power Co Inc	6,705	$917,311

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,174,074	12,267	+4.3%	Shares	Sole	2026-07-06
2026-03-31	$1,134,882	11,758	-3.9%	Shares	Sole	2026-04-06
2025-12-31	$1,067,240	12,239	+5.2%	Shares	Sole	2026-01-13
2025-09-30	$1,102,080	11,629	+0.3%	Shares	Sole	2025-10-14
2025-06-30	$1,064,860	11,596	+1.4%	Shares	Sole	2025-07-29
2025-03-31	$1,051,540	11,436	-2.6%	Shares	Sole	2025-04-21
2024-12-31	$966,601	11,742	-1.7%	Shares	Sole	2025-01-24
2024-09-30	$1,076,749	11,940	-11.8%	Shares	Sole	2024-10-15
2024-06-30	$1,050,452	13,542	-2.9%	Shares	Sole	2024-07-23
2024-03-31	$1,000,486	13,946	+5.8%	Shares	Sole	2024-04-10
2023-12-31	$924,462	13,184	-4.2%	Shares	Sole	2024-01-12
2023-09-30	$890,353	13,757	+5.7%	Shares	Sole	2023-10-30
2023-06-30	$914,093	13,012	+10.5%	Shares	Sole	2023-08-11
2022-12-31	$840,781	11,774	+1.6%	Shares	Sole	2023-01-10
2022-09-30	$787,916	11,587	-1.8%	Shares	Sole	2022-10-25
2022-06-30	$841,386	11,799	-6.8%	Shares	Sole	2022-10-25
2022-03-31	$917,831	12,658	-10.6%	Shares	Sole	2022-04-11
2021-12-31	$971,161	14,161	+15.2%	Shares	Sole	2022-01-28
2021-09-30	$761,735	12,292	-3.7%	Shares	Sole	2021-10-18
2021-06-30	$772,591	12,768	+7.5%	Shares	Sole	2021-08-06
2021-03-31	$738,460	11,880	+0.7%	Shares	Sole	2021-05-03
2020-12-31	$724,874	11,800	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.