Comprehensive Financial Consultants Institutional, Inc.

Position in SO — Southern Co

CIK 1915714 Bloomington, IN

Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$243,103

-$2,057 QoQ

Shares Held

2,540

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,902

of 2,360 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Comprehensive Financial Consultants Institutional, Inc. holds $6,740,297 across 5 Utilities - Regulated Electric names. SO ranks #5 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	36,361	$4,176,424
2	DUK	Duke Energy CORP	11,547	$1,461,619
3	ED	Consolidated Edison Inc	4,017	$444,400
4	DTE	Dte Energy Co	2,722	$414,751
5	SO	Southern Co This page	2,540	$243,103

All Filings in SO

Export CSV

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,103	2,540	0.0%	Shares	Sole	2026-07-15
2026-03-31	$245,160	2,540	0.0%	Shares	Sole	2026-05-08
2025-12-31	$221,488	2,540	-1.6%	Shares	Sole	2026-01-29
2025-09-30	$244,506	2,580	-11.3%	Shares	Sole	2025-10-16
2025-06-30	$267,041	2,908	+12.7%	Shares	Sole	2025-07-22
2025-03-31	$237,231	2,580	+4.0%	Shares	Sole	2025-05-15
2024-12-31	$204,153	2,480	0.0%	Shares	Sole	2025-01-24
2024-09-30	$223,646	2,480	-25.2%	Shares	Sole	2024-10-31
2023-06-30	$232,878	3,315	0.0%	Shares	Sole	2023-07-24
2023-03-31	$230,657	3,315	0.0%	Shares	Sole	2023-04-19
2022-12-31	$236,724	3,315	+33.7%	Shares	Sole	2023-01-30
2021-12-31	$170,078	2,480	—	Shares	Sole	2022-03-10
No filing history on record for this holder in this stock.