Sovereign Investment Advisors, LLC

Position in SO — Southern Co

CIK 1908165 PHOENIX, AZ

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$313,641

-$2,655 QoQ

Shares Held

3,277

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,690

of 2,354 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sovereign Investment Advisors, LLC holds $2,089,988 across 5 Utilities - Regulated Electric names. SO ranks #4 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	5,549	$759,158
2	NEE	Nextera Energy Inc	4,411	$387,153
3	WEC	Wec Energy Group, Inc.	2,937	$342,953
4	SO	Southern Co This page	3,277	$313,641
5	DUK	Duke Energy CORP	2,268	$287,083

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$313,641	3,277	0.0%	Shares	Sole	2026-08-14
2026-03-31	$316,296	3,277	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.