Fortitude Family Office, LLC

Family Office

Position in SO — Southern Co

CIK 1950506 SCOTTSDALE, AZ

Position in SO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$166,439

-$1,698 QoQ

Shares Held

1,739

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,068

of 2,359 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Fortitude Family Office, LLC holds $1,279,068 across 30 Utilities - Regulated Electric names. SO ranks #2 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,348	$170,629
2	SO	Southern Co This page	1,739	$166,439
3	NEE	Nextera Energy Inc	1,853	$162,637
4	PNW	Pinnacle West Capital Corp	1,377	$147,339
5	OGE	Oge Energy Corp.	1,611	$78,391
6	ED	Consolidated Edison Inc	646	$71,466
7	EIX	Edison International	778	$57,922
8	AEP	American Electric Power Co Inc	346	$47,336

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$166,439	1,739	-0.2%	Shares	Sole	2026-07-20
2026-03-31	$168,137	1,742	+4.2%	Shares	Sole	2026-04-16
2025-12-31	$145,711	1,671	-0.2%	Shares	Sole	2026-01-15
2025-09-30	$158,739	1,675	-9.8%	Shares	Sole	2025-10-17
2025-06-30	$170,620	1,858	+63.0%	Shares	Sole	2025-07-15
2025-03-31	$104,823	1,140	-68.4%	Shares	Sole	2025-04-16
2024-12-31	$297,010	3,608	+2.4%	Shares	Sole	2025-01-10
2024-09-30	$317,794	3,524	+278.1%	Shares	Sole	2024-10-25
2024-06-30	$72,295	932	0.0%	Shares	Sole	2024-07-10
2024-03-31	$66,861	932	-29.0%	Shares	Sole	2024-04-11
2023-12-31	$92,067	1,313	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.