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Drake & Associates, LLC

Position in SO — Southern Co

CIK 1935795 WAUKESHA, WI

Position in SO

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$299,984
-$72,708 QoQ
Shares Held
3,108
-27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Drake & Associates, LLC holds $2,719,602 across 2 Utilities - Regulated Electric names.

# Ticker Company Shares Value (USD) Open

All Filings in SO

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16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $299,984 3,108
2025-12-31 $372,692 4,274
2025-09-30 $468,827 4,947
2025-06-30 $552,357 6,015
2025-03-31 $479,795 5,218
2024-12-31 $326,563 3,967
2024-09-30 $392,643 4,354
2024-06-30 $296,550 3,823
2024-03-31 $262,137 3,654
2023-12-31 $262,809 3,748
2023-09-30 $221,471 3,422
2023-06-30 $243,346 3,464
2023-03-31 $248,052 3,565
2022-12-31 $254,362 3,562
2022-09-30 $249,832 3,674
2022-06-30 $277,609 3,893