KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

Position in SO — Southern Co

CIK 1907480 IRVINE, CA

Position in SO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,447,783

+$164,699 QoQ

Shares Held

25,575

+8.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#690

of 2,360 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. holds $5,725,114 across 4 Utilities - Regulated Electric names. SO ranks #1 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	25,575	$2,447,783
2	AEP	American Electric Power Co Inc	10,960	$1,499,437
3	PEG	Public Service Enterprise Group Inc	16,215	$1,316,009
4	XEL	Xcel Energy Inc	5,752	$461,885

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,447,783	25,575	+8.1%	Shares	Sole	2026-07-23
2026-03-31	$2,283,084	23,654	+4.1%	Shares	Sole	2026-04-23
2025-12-31	$1,981,096	22,719	+3.9%	Shares	Sole	2026-01-14
2025-09-30	$2,072,240	21,866	-14.6%	Shares	Sole	2025-10-28
2025-06-30	$2,351,858	25,611	—	Shares	Sole	2025-07-17
No filing history on record for this holder in this stock.