MBA Advisors LLC

Position in SO — Southern Co

CIK 1848704 HERMITAGE, PA

Position in SO

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

Position Value

$211,806

-$1,792 QoQ

Shares Held

2,213

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,996

of 2,356 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MBA Advisors LLC holds $1,412,757 across 4 Utilities - Regulated Electric names. SO ranks #4 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	5,630	$712,645
2	ED	Consolidated Edison Inc	2,404	$265,954
3	D	Dominion Energy, Inc	3,256	$222,352
4	SO	Southern Co This page	2,213	$211,806

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,806	2,213	0.0%	Shares	Sole	2026-07-28
2026-03-31	$213,598	2,213	-0.4%	Shares	Sole	2026-04-20
2025-09-30	$210,578	2,222	+0.4%	Shares	Sole	2025-10-28
2025-06-30	$203,219	2,213	0.0%	Shares	Sole	2025-07-17
2025-03-31	$203,485	2,213	-8.8%	Shares	Sole	2025-04-29
2024-09-30	$218,776	2,426	-18.3%	Shares	Sole	2024-10-25
2023-12-31	$208,326	2,971	0.0%	Shares	Sole	2024-01-19
2023-06-30	$208,712	2,971	-32.7%	Shares	Sole	2023-07-21
2023-03-31	$306,986	4,412	0.0%	Shares	Sole	2023-04-21
2022-12-31	$315,060	4,412	0.0%	Shares	Sole	2023-01-26
2022-09-30	$300,016	4,412	0.0%	Shares	Sole	2022-11-01
2022-06-30	$314,619	4,412	0.0%	Shares	Sole	2022-08-08
2022-03-31	$319,914	4,412	-18.5%	Shares	Sole	2022-05-16
2021-12-31	$371,154	5,412	0.0%	Shares	Sole	2022-02-11
2021-09-30	$335,381	5,412	0.0%	Shares	Sole	2021-11-16
2021-06-30	$327,480	5,412	0.0%	Shares	Sole	2021-08-16
2021-03-31	$336,409	5,412	—	Shares	Sole	2021-05-18
No filing history on record for this holder in this stock.