Fortitude Advisory Group L.L.C.

Position in SO — Southern Co

CIK 1928999 GIG HARBOR, WA

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$313,163

-$15,584 QoQ

Shares Held

3,272

-3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,698

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Fortitude Advisory Group L.L.C. holds $1,079,441 across 4 Utilities - Regulated Electric names. SO ranks #1 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	3,272	$313,163
2	AEP	American Electric Power Co Inc	2,062	$282,102
3	NEE	Nextera Energy Inc	2,896	$254,181
4	DUK	Duke Energy CORP	1,817	$229,995

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$313,163	3,272	-3.9%	Shares	Sole	2026-07-22
2026-03-31	$328,747	3,406	+1.7%	Shares	Sole	2026-04-28
2025-12-31	$292,120	3,350	+0.7%	Shares	Sole	2026-02-13
2025-09-30	$315,394	3,328	-1.7%	Shares	Sole	2025-11-05
2025-06-30	$310,752	3,384	-3.1%	Shares	Sole	2025-07-22
2025-03-31	$321,273	3,494	-1.4%	Shares	Sole	2025-04-17
2024-12-31	$291,742	3,544	-0.4%	Shares	Sole	2025-01-22
2024-09-30	$321,040	3,560	-4.0%	Shares	Sole	2024-11-13
2024-06-30	$287,551	3,707	-2.6%	Shares	Sole	2024-07-25
2024-03-31	$272,970	3,805	-1.5%	Shares	Sole	2024-05-02
2023-12-31	$270,873	3,863	0.0%	Shares	Sole	2024-02-06
2023-09-30	$250,013	3,863	+5.6%	Shares	Sole	2023-11-14
2023-06-30	$257,044	3,659	+0.0%	Shares	Sole	2023-07-31
2023-03-31	$254,523	3,658	+0.6%	Shares	Sole	2023-05-05
2022-12-31	$259,646	3,636	+2.1%	Shares	Sole	2023-02-13
2022-09-30	$242,080	3,560	-2.4%	Shares	Sole	2022-11-14
2022-06-30	$260,210	3,649	+1.6%	Shares	Sole	2022-08-16
2022-03-31	$260,528	3,593	-2.0%	Shares	Sole	2022-05-25
2021-12-31	$251,551	3,668	—	Shares	Sole	2022-05-20
No filing history on record for this holder in this stock.