Patrick Mauro Investment Advisor, INC.

Position in SO — Southern Co

CIK 1953787 OAK BROOK, IL

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,077,481

-$101,458 QoQ

Shares Held

21,706

-3.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#746

of 2,360 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Patrick Mauro Investment Advisor, INC. holds $8,605,115 across 4 Utilities - Regulated Electric names. SO ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	28,778	$3,937,118
2	SO	Southern Co This page	21,706	$2,077,481
3	DUK	Duke Energy CORP	16,196	$2,050,089
4	ED	Consolidated Edison Inc	4,885	$540,427

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,077,481	21,706	-3.8%	Shares	Sole	2026-08-10
2026-03-31	$2,178,939	22,575	-4.3%	Shares	Sole	2026-05-06
2025-12-31	$2,056,350	23,582	-35.1%	Shares	Sole	2026-02-10
2025-09-30	$3,441,003	36,309	-5.6%	Shares	Sole	2025-11-13
2025-06-30	$3,531,689	38,459	-6.6%	Shares	Sole	2025-08-12
2025-03-31	$3,786,409	41,179	-6.7%	Shares	Sole	2025-05-02
2024-12-31	$3,633,275	44,136	+10.6%	Shares	Sole	2025-02-18
2024-09-30	$3,599,173	39,911	-1.7%	Shares	Sole	2024-11-12
2024-06-30	$3,148,721	40,592	-5.8%	Shares	Sole	2024-08-07
2024-03-31	$3,090,057	43,073	-3.7%	Shares	Sole	2024-05-14
2023-12-31	$3,134,854	44,707	-0.2%	Shares	Sole	2024-02-15
2023-09-30	$2,898,938	44,792	+1.9%	Shares	Sole	2023-11-14
2023-06-30	$3,088,119	43,959	-33.0%	Shares	Sole	2023-08-07
2023-03-31	$4,565,630	65,617	+32.6%	Shares	Sole	2023-05-12
2022-12-31	$3,533,509	49,482	+8.5%	Shares	Sole	2023-02-14
2022-09-30	$3,102,160	45,620	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.