Eagle Strategies LLC

Position in SO — Southern Co

CIK 1907666 NEW YORK, NY

Position in SO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$905,416

-$6,987 QoQ

Shares Held

9,460

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,070

of 2,360 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Eagle Strategies LLC holds $3,223,259 across 6 Utilities - Regulated Electric names. SO ranks #1 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	9,460	$905,416
2	AEP	American Electric Power Co Inc	5,567	$761,621
3	NEE	Nextera Energy Inc	7,323	$642,739
4	D	Dominion Energy, Inc	6,463	$441,358
5	DUK	Duke Energy CORP	1,935	$244,932
6	FE	Firstenergy Corp	4,779	$227,193

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$905,416	9,460	+0.1%	Shares	Sole	2026-07-21
2026-03-31	$912,403	9,453	+0.2%	Shares	Sole	2026-04-20
2025-12-31	$822,732	9,435	+0.2%	Shares	Sole	2026-01-23
2025-09-30	$891,975	9,412	+0.0%	Shares	Sole	2025-10-21
2025-06-30	$863,936	9,408	+0.0%	Shares	Sole	2025-07-23
2025-03-31	$864,789	9,405	-0.5%	Shares	Sole	2025-04-23
2024-12-31	$778,006	9,451	+0.6%	Shares	Sole	2025-02-14
2024-09-30	$847,511	9,398	+0.0%	Shares	Sole	2024-10-25
2024-06-30	$728,770	9,395	+235.4%	Shares	Sole	2024-08-08
2024-03-31	$200,943	2,801	-69.0%	Shares	Sole	2024-04-23
2023-12-31	$632,692	9,023	-1.0%	Shares	Sole	2024-01-26
2023-09-30	$589,987	9,116	+0.0%	Shares	Sole	2023-11-08
2023-06-30	$640,188	9,113	+0.0%	Shares	Sole	2023-08-03
2023-03-31	$633,943	9,111	+0.0%	Shares	Sole	2023-04-24
2022-12-31	$650,402	9,108	-1.7%	Shares	Sole	2023-02-06
2022-06-30	$660,972	9,269	-0.4%	Shares	Sole	2022-08-10
2022-03-31	$674,778	9,306	+0.5%	Shares	Sole	2022-05-02
2021-12-31	$635,325	9,264	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.