Resurgent Financial Advisors LLC

Position in SO — Southern Co

CIK 1912339 ATLANTA, GA

Position in SO

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

Position Value

$1,051,948

+$596,085 QoQ

Shares Held

10,991

+132.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#990

of 2,360 holders

Holding Since

Dec 2022

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Resurgent Financial Advisors LLC holds $3,497,460 across 4 Utilities - Regulated Electric names. SO ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	20,048	$1,759,612
2	SO	Southern Co This page	10,991	$1,051,948
3	DUK	Duke Energy CORP	3,003	$380,119
4	ED	Consolidated Edison Inc	2,764	$305,781

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,051,948	10,991	+132.7%	Shares	Sole	2026-08-14
2026-03-31	$455,863	4,723	+557.8%	Shares	Sole	2026-05-13
2023-12-31	$50,346	718	+0.4%	Shares	Sole	2024-02-09
2023-09-30	$46,274	715	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$50,158	714	-23.6%	Shares	Sole	2023-08-14
2023-03-31	$64,987	934	-75.2%	Shares	Sole	2023-05-15
2022-12-31	$269,072	3,768	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.