BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Position in SO — Southern Co

CIK 1851395 Boca Raton, FL

Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$801,284

+$20,920 QoQ

Shares Held

8,372

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#1,141

of 2,356 holders

Holding Since

Dec 2020

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC holds $3,294,790 across 5 Utilities - Regulated Electric names. SO ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	14,599	$1,281,354
2	SO	Southern Co This page	8,372	$801,284
3	DUK	Duke Energy CORP	3,875	$490,497
4	ED	Consolidated Edison Inc	3,967	$438,869
5	AEP	American Electric Power Co Inc	2,067	$282,786

All Filings in SO

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$801,284	8,372	+3.5%	Shares	Sole	2026-07-31
2026-03-31	$780,364	8,085	+2050.3%	Shares	Sole	2026-05-13
2020-12-31	$23,097	376	—	Shares	Sole	2021-03-19
No filing history on record for this holder in this stock.