Glassy Mountain Advisors, Inc.

Position in SO — Southern Co

CIK 1914617 BETHESDA, MD

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$210,466

-$1,781 QoQ

Shares Held

2,199

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,012

of 2,360 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Glassy Mountain Advisors, Inc. holds $984,818 across 3 Utilities - Regulated Electric names. SO ranks #3 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	3,312	$453,114
2	NEE	Nextera Energy Inc	3,660	$321,238
3	SO	Southern Co This page	2,199	$210,466

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,466	2,199	0.0%	Shares	Sole	2026-07-31
2026-03-31	$212,247	2,199	-10.2%	Shares	Sole	2026-05-08
2025-06-30	$224,891	2,449	-0.6%	Shares	Sole	2025-07-22
2025-03-31	$226,564	2,464	0.0%	Shares	Sole	2025-04-28
2024-12-31	$202,836	2,464	0.0%	Shares	Sole	2025-01-27
2024-09-30	$222,203	2,464	-9.7%	Shares	Sole	2024-10-29
2024-06-30	$211,688	2,729	-18.1%	Shares	Sole	2024-08-01
2023-06-30	$234,002	3,331	-72.9%	Shares	Sole	2023-07-06
2022-12-31	$877,343	12,286	-22.5%	Shares	Sole	2023-01-11
2022-06-30	$1,130,548	15,854	0.0%	Shares	Sole	2022-07-11
2022-03-31	$1,149,573	15,854	0.0%	Shares	Sole	2022-04-12
2021-12-31	$1,087,267	15,854	—	Shares	Sole	2022-03-09
No filing history on record for this holder in this stock.