Brown Financial Advisory

Position in SO — Southern Co

CIK 1843853 FAIRHOPE, AL

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$281,865

-$3,158 QoQ

Shares Held

2,945

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.69%

of 13F equity value

Holder Rank

#1,769

of 2,360 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Brown Financial Advisory holds $281,865 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co This page	2,945	$281,865

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,865	2,945	-0.3%	Shares	Sole	2026-07-28
2026-03-31	$285,023	2,953	-3.0%	Shares	Sole	2026-04-27
2025-12-31	$265,349	3,043	0.0%	Shares	Sole	2026-01-29
2025-09-30	$288,385	3,043	-24.7%	Shares	Sole	2025-10-27
2025-06-30	$371,268	4,043	+44.2%	Shares	Sole	2025-07-28
2025-03-31	$257,735	2,803	+12.7%	Shares	Sole	2025-04-30
2024-12-31	$204,729	2,487	+1.8%	Shares	Sole	2025-01-24
2024-09-30	$220,309	2,443	-27.0%	Shares	Sole	2024-10-25
2023-03-31	$232,745	3,345	+10.1%	Shares	Sole	2023-04-24
2022-12-31	$216,943	3,038	-34.2%	Shares	Sole	2023-01-25
2022-09-30	$313,752	4,614	0.0%	Shares	Sole	2022-10-21
2022-06-30	$329,024	4,614	0.0%	Shares	Sole	2022-07-18
2022-03-31	$334,561	4,614	0.0%	Shares	Sole	2022-04-29
2021-12-31	$316,428	4,614	0.0%	Shares	Sole	2022-01-27
2021-09-30	$285,929	4,614	0.0%	Shares	Sole	2021-10-20
2021-06-30	$279,193	4,614	-0.5%	Shares	Sole	2021-07-28
2021-03-31	$288,298	4,638	+12.1%	Shares	Sole	2021-04-28
2020-12-31	$254,197	4,138	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.