Plan Group Financial, LLC

Position in SO — Southern Co

CIK 1940033 OKLAHOMA CITY, OK

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,587,689

+$337,668 QoQ

Shares Held

37,485

+11.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#551

of 2,356 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Plan Group Financial, LLC holds $17,910,569 across 8 Utilities - Regulated Electric names. SO ranks #1 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	37,485	$3,587,689
2	AEP	American Electric Power Co Inc	26,185	$3,582,369
3	D	Dominion Energy, Inc	46,094	$3,147,759
4	DUK	Duke Energy CORP	24,369	$3,084,628
5	PPL	PPL Corp	81,333	$2,956,454
6	OGE	Oge Energy Corp.	15,000	$729,900
7	EIX	Edison International	7,403	$551,153
8	AEE	Ameren Corp	2,394	$270,617

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,587,689	37,485	+11.3%	Shares	Sole	2026-08-03
2026-03-31	$3,250,021	33,672	+9.9%	Shares	Sole	2026-04-13
2025-12-31	$2,672,069	30,643	+7.0%	Shares	Sole	2026-02-03
2025-09-30	$2,713,549	28,633	+29.9%	Shares	Sole	2025-10-27
2025-06-30	$2,024,576	22,047	+11.7%	Shares	Sole	2025-08-13
2025-03-31	$1,814,173	19,730	+37.2%	Shares	Sole	2025-05-09
2024-12-31	$1,183,514	14,377	+9.0%	Shares	Sole	2025-01-31
2024-09-30	$1,188,933	13,184	+11.6%	Shares	Sole	2024-10-22
2024-06-30	$916,334	11,813	+67.5%	Shares	Sole	2024-08-05
2024-03-31	$505,910	7,052	+43.6%	Shares	Sole	2024-04-26
2023-12-31	$344,429	4,912	-29.4%	Shares	Sole	2024-01-29
2023-09-30	$450,257	6,957	+68.5%	Shares	Sole	2023-11-13
2022-06-30	$294,510	4,130	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.