MKT Advisors LLC

Position in SO — Southern Co

CIK 1906802 CARLSBAD, CA

Position in SO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$354,318

-$91,121 QoQ

Shares Held

3,702

-19.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,609

of 2,356 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MKT Advisors LLC holds $2,128,246 across 5 Utilities - Regulated Electric names. SO ranks #4 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	4,469	$611,403
2	NEE	Nextera Energy Inc	5,833	$511,962
3	PPL	PPL Corp	10,877	$395,378
4	SO	Southern Co This page	3,702	$354,318
5	DUK	Duke Energy CORP	2,016	$255,185

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$354,318	3,702	-19.8%	Shares	Sole	2026-07-09
2026-03-31	$445,439	4,615	-0.8%	Shares	Sole	2026-04-10
2025-12-31	$405,654	4,652	-0.3%	Shares	Sole	2026-01-08
2025-09-30	$442,386	4,668	-2.6%	Shares	Sole	2025-10-17
2025-06-30	$440,141	4,793	+0.2%	Shares	Sole	2025-07-16
2025-03-31	$439,888	4,784	+0.2%	Shares	Sole	2025-04-11
2024-12-31	$393,160	4,776	+8.5%	Shares	Sole	2025-01-21
2024-09-30	$396,792	4,400	-6.4%	Shares	Sole	2024-10-07
2024-06-30	$364,579	4,700	-7.4%	Shares	Sole	2024-07-12
2024-03-31	$364,080	5,075	+5.5%	Shares	Sole	2024-04-15
2023-12-31	$337,347	4,811	-0.0%	Shares	Sole	2024-01-16
2023-09-30	$311,432	4,812	+0.4%	Shares	Sole	2023-10-12
2023-06-30	$336,638	4,792	-20.0%	Shares	Sole	2023-08-01
2023-03-31	$416,923	5,992	-8.4%	Shares	Sole	2023-04-10
2022-12-31	$467,092	6,541	-2.0%	Shares	Sole	2023-01-19
2022-09-30	$453,900	6,675	+1.2%	Shares	Sole	2022-10-20
2022-06-30	$470,289	6,595	-4.1%	Shares	Sole	2022-08-09
2022-03-31	$498,796	6,879	+1.4%	Shares	Sole	2022-05-16
2021-12-31	$465,246	6,784	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.