First National Advisers, LLC

Position in SO — Southern Co

CIK 1941030 Omaha, NE

Position in SO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$4,493,105

+$387,917 QoQ

Shares Held

46,945

+10.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#500

of 2,360 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Utilities · as of Jun 30, 2026

First National Advisers, LLC holds $13,958,418 across 6 Utilities - Regulated Electric names. SO ranks #2 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	70,500	$6,187,785
2	SO	Southern Co This page	46,945	$4,493,105
3	XEL	Xcel Energy Inc	16,280	$1,307,284
4	IDA	Idacorp Inc	7,919	$1,198,144
5	LNT	Alliant Energy Corp	5,811	$443,321
6	EVRG	Evergy, Inc.	3,804	$328,779

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,493,105	46,945	+10.4%	Shares	Sole	2026-07-21
2026-03-31	$4,105,188	42,532	+16.5%	Shares	Sole	2026-05-08
2025-12-31	$3,183,584	36,509	-7.8%	Shares	Sole	2026-02-04
2025-09-30	$3,751,470	39,585	+3.3%	Shares	Sole	2025-10-28
2025-06-30	$3,519,568	38,327	+1.2%	Shares	Sole	2025-08-13
2025-03-31	$3,482,606	37,875	+1.8%	Shares	Sole	2025-05-07
2024-12-31	$3,061,727	37,193	+6.5%	Shares	Sole	2025-02-10
2024-09-30	$3,150,618	34,937	—	Shares	Sole	2024-10-15
No filing history on record for this holder in this stock.