Cohen Investment Advisors LLC

Position in SO — Southern Co

CIK 1845081 BEDFORD, NH

Position in SO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$531,860

+$17,698 QoQ

Shares Held

5,557

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,365

of 2,360 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Cohen Investment Advisors LLC holds $5,555,965 across 4 Utilities - Regulated Electric names. SO ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	42,420	$3,723,202
2	AEP	American Electric Power Co Inc	4,788	$655,046
3	ETR	Entergy Corp /De/	5,623	$645,857
4	SO	Southern Co This page	5,557	$531,860

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$531,860	5,557	+4.3%	Shares	Sole	2026-07-27
2026-03-31	$514,162	5,327	+3.0%	Shares	Sole	2026-04-28
2025-12-31	$451,085	5,173	-0.5%	Shares	Sole	2026-01-15
2025-09-30	$492,709	5,199	+2.4%	Shares	Sole	2025-10-14
2025-06-30	$466,220	5,077	-6.7%	Shares	Sole	2025-07-23
2025-03-31	$500,116	5,439	-0.9%	Shares	Sole	2025-04-29
2024-12-31	$451,689	5,487	+2.5%	Shares	Sole	2025-01-15
2024-09-30	$482,733	5,353	-23.2%	Shares	Sole	2024-10-07
2024-06-30	$540,507	6,968	+13.7%	Shares	Sole	2024-07-26
2024-03-31	$439,550	6,127	-4.0%	Shares	Sole	2024-04-19
2023-12-31	$447,505	6,382	-8.4%	Shares	Sole	2024-01-19
2023-09-30	$450,968	6,968	-5.5%	Shares	Sole	2023-10-11
2023-06-30	$517,742	7,370	+0.5%	Shares	Sole	2023-07-18
2023-03-31	$510,299	7,334	+2.8%	Shares	Sole	2023-05-09
2022-12-31	$509,510	7,135	+4.3%	Shares	Sole	2023-01-31
2022-09-30	$465,188	6,841	+0.7%	Shares	Sole	2022-10-18
2022-06-30	$484,266	6,791	-0.6%	Shares	Sole	2022-08-03
2022-03-31	$495,388	6,832	+1.0%	Shares	Sole	2022-05-10
2021-12-31	$463,737	6,762	+0.1%	Shares	Sole	2022-01-21
2021-09-30	$418,669	6,756	+0.4%	Shares	Sole	2021-10-28
2021-06-30	$407,111	6,728	+0.8%	Shares	Sole	2021-08-09
2021-03-31	$415,042	6,677	+0.5%	Shares	Sole	2021-08-05
2020-12-31	$408,140	6,644	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.