Key Client Fiduciary Advisors, LLC

Position in SO — Southern Co

CIK 1912612 Fairfield, NJ

Position in SO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$397,675

-$10,508 QoQ

Shares Held

4,155

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,551

of 2,360 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Key Client Fiduciary Advisors, LLC holds $4,286,489 across 4 Utilities - Regulated Electric names. SO ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	26,446	$2,146,357
2	NEE	Nextera Energy Inc	11,889	$1,043,497
3	ED	Consolidated Edison Inc	6,318	$698,960
4	SO	Southern Co This page	4,155	$397,675

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$397,675	4,155	-1.7%	Shares	Sole	2026-07-09
2026-03-31	$408,183	4,229	-3.2%	Shares	Sole	2026-04-09
2025-12-31	$380,889	4,368	+0.1%	Shares	Sole	2026-01-28
2025-09-30	$413,481	4,363	-0.3%	Shares	Sole	2025-10-14
2025-06-30	$401,848	4,376	-9.6%	Shares	Sole	2025-07-09
2025-03-31	$445,038	4,840	+1.6%	Shares	Sole	2025-04-10
2024-12-31	$392,172	4,764	-1.2%	Shares	Sole	2025-01-17
2024-09-30	$434,847	4,822	-1.2%	Shares	Sole	2024-10-18
2024-06-30	$378,696	4,882	-18.5%	Shares	Sole	2024-07-16
2024-03-31	$429,507	5,987	-0.0%	Shares	Sole	2024-04-15
2023-12-31	$419,878	5,988	-5.9%	Shares	Sole	2024-01-09
2023-09-30	$411,942	6,365	-9.6%	Shares	Sole	2023-11-14
2023-06-30	$494,560	7,040	+10.4%	Shares	Sole	2023-07-13
2023-03-31	$443,781	6,378	+12.4%	Shares	Sole	2023-04-25
2022-12-31	$405,251	5,675	—	Shares	Sole	2023-01-17
No filing history on record for this holder in this stock.