Fiduciary Alliance LLC

Position in SO — Southern Co

CIK 1954805 GREENVILLE, SC

Position in SO

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

Position Value

$2,398,492

-$40,182 QoQ

Shares Held

25,060

-0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#696

of 2,360 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Fiduciary Alliance LLC holds $23,867,235 across 11 Utilities - Regulated Electric names. SO ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	147,654	$12,959,591
2	DUK	Duke Energy CORP	27,451	$3,474,747
3	SO	Southern Co This page	25,060	$2,398,492
4	WEC	Wec Energy Group, Inc.	13,550	$1,582,233
5	AEP	American Electric Power Co Inc	5,057	$691,848
6	EXC	Exelon Corp	13,303	$620,185
7	XEL	Xcel Energy Inc	6,902	$554,230
8	D	Dominion Energy, Inc	6,881	$469,903

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,398,492	25,060	-0.8%	Shares	Sole	2026-07-20
2026-03-31	$2,438,674	25,266	-7.5%	Shares	Sole	2026-04-20
2025-12-31	$2,381,606	27,312	+3.5%	Shares	Sole	2026-01-22
2025-09-30	$2,501,548	26,396	-2.3%	Shares	Sole	2025-10-08
2025-06-30	$2,481,613	27,024	+2.0%	Shares	Sole	2025-07-09
2025-03-31	$2,436,399	26,497	-0.2%	Shares	Sole	2025-04-09
2024-12-31	$2,185,431	26,548	+153.4%	Shares	Sole	2025-01-13
2024-09-30	$944,815	10,477	+250.9%	Shares	Sole	2024-10-11
2024-06-30	$231,624	2,986	-13.2%	Shares	Sole	2024-07-10
2024-03-31	$246,785	3,440	-8.0%	Shares	Sole	2024-04-17
2023-12-31	$262,318	3,741	-2.2%	Shares	Sole	2024-01-17
2023-09-30	$247,554	3,825	+296.8%	Shares	Sole	2023-10-18
2023-06-30	$67,721	964	+73.1%	Shares	Sole	2023-07-18
2022-12-31	$39,775	557	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.