Cape Investment Advisory, Inc.

Position in SO — Southern Co

CIK 1944437 MCDONOUGH, GA

Position in SO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,441,943

-$17,096 QoQ

Shares Held

25,514

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.74%

of 13F equity value

Holder Rank

#691

of 2,359 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $6,370,298 across 23 Utilities - Regulated Electric names. SO ranks #1 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	25,514	$2,441,943
2	DUK	Duke Energy CORP	8,559	$1,083,397
3	NGG	National Grid PLC	8,296	$687,489
4	NEE	Nextera Energy Inc	4,691	$411,728
5	AEP	American Electric Power Co Inc	1,868	$255,560
6	WEC	Wec Energy Group, Inc.	1,914	$223,496
7	ETR	Entergy Corp /De/	1,687	$193,768
8	EIX	Edison International	2,430	$180,912

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,441,943	25,514	+0.1%	Shares	Defined	2026-07-23
2026-03-31	$2,459,039	25,477	+5.9%	Shares	Sole	2026-05-15
2025-12-31	$2,097,072	24,049	+916.9%	Shares	Sole	2026-02-17
2025-09-30	$224,131	2,365	-90.2%	Shares	Sole	2025-12-29
2025-06-30	$2,208,052	24,045	+2.4%	Shares	Sole	2025-08-19
2025-03-31	$2,158,066	23,470	+2.2%	Shares	Sole	2025-05-16
2024-12-31	$1,889,820	22,957	+5.6%	Shares	Sole	2025-02-05
2024-09-30	$1,960,964	21,745	+1.8%	Shares	Sole	2024-11-14
2024-06-30	$1,657,670	21,370	+37.4%	Shares	Sole	2024-08-15
2024-03-31	$1,115,557	15,550	+10.6%	Shares	Defined	2024-06-21
2023-12-31	$985,676	14,057	-3.7%	Shares	Sole	2024-02-12
2023-09-30	$945,041	14,602	+42.8%	Shares	Defined	2023-11-07
2023-06-30	$718,446	10,227	+7.3%	Shares	Sole	2023-10-12
2023-03-31	$663,236	9,532	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.