Morton Brown Family Wealth, LLC

Position in SO — Southern Co

CIK 1909851 ALLENTOWN, PA

Position in SO

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

Position Value

$30,052

-$255 QoQ

Shares Held

314

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,232

of 2,360 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Morton Brown Family Wealth, LLC holds $179,381 across 12 Utilities - Regulated Electric names. SO ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,056	$92,685
2	PPL	PPL Corp	1,381	$50,199
3	SO	Southern Co This page	314	$30,052
4	PEG	Public Service Enterprise Group Inc	19	$1,542
5	AEP	American Electric Power Co Inc	10	$1,368
6	ETR	Entergy Corp /De/	6	$689
7	AEE	Ameren Corp	5	$565
8	ES	Eversource Energy	7	$505

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,052	314	0.0%	Shares	Sole	2026-07-21
2026-03-31	$30,307	314	0.0%	Shares	Sole	2026-04-21
2025-12-31	$27,380	314	0.0%	Shares	Sole	2026-01-28
2025-09-30	$29,757	314	0.0%	Shares	Sole	2025-10-21
2025-06-30	$28,834	314	0.0%	Shares	Sole	2025-07-24
2025-03-31	$28,872	314	0.0%	Shares	Sole	2025-04-25
2024-12-31	$25,848	314	0.0%	Shares	Sole	2025-01-31
2024-09-30	$28,316	314	0.0%	Shares	Sole	2024-10-24
2024-06-30	$24,356	314	0.0%	Shares	Sole	2024-07-30
2024-03-31	$22,526	314	0.0%	Shares	Sole	2024-04-23
2023-12-31	$22,017	314	0.0%	Shares	Sole	2024-01-29
2023-09-30	$20,322	314	0.0%	Shares	Sole	2023-10-18
2023-06-30	$22,058	314	0.0%	Shares	Sole	2023-07-25
2023-03-31	$21,848	314	+252.8%	Shares	Sole	2023-04-26
2022-09-30	$6,052	89	+56.1%	Shares	Sole	2022-10-31
2022-06-30	$4,064	57	—	Shares	Sole	2022-07-21
No filing history on record for this holder in this stock.