RIA Advisory Group LLC

Position in SO — Southern Co

CIK 1958384 Des Moines, IA

Position in SO

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

Position Value

$820,521

-$3,084 QoQ

Shares Held

8,573

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,129

of 2,360 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RIA Advisory Group LLC holds $16,896,837 across 13 Utilities - Regulated Electric names. SO ranks #12 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	13,412	$1,834,895
2	EXC	Exelon Corp	37,726	$1,758,786
3	XEL	Xcel Energy Inc	18,892	$1,517,027
4	LNT	Alliant Energy Corp	19,688	$1,501,997
5	PNW	Pinnacle West Capital Corp	12,963	$1,387,041
6	DUK	Duke Energy CORP	10,834	$1,371,367
7	EVRG	Evergy, Inc.	15,735	$1,359,976
8	CMS	Cms Energy Corp	16,682	$1,276,173

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$820,521	8,573	+0.5%	Shares	Sole	2026-07-23
2026-03-31	$823,605	8,533	-0.8%	Shares	Sole	2026-04-24
2025-12-31	$750,356	8,605	-4.6%	Shares	Sole	2026-02-02
2025-09-30	$854,920	9,021	-2.3%	Shares	Sole	2025-12-01
2025-06-30	$847,682	9,231	-9.8%	Shares	Sole	2025-08-13
2025-03-31	$940,924	10,233	-0.0%	Shares	Sole	2025-05-12
2024-12-31	$842,709	10,237	-7.5%	Shares	Sole	2025-02-14
2024-09-30	$997,661	11,063	-1.7%	Shares	Sole	2024-11-06
2024-03-31	$807,075	11,250	+77.4%	Shares	Sole	2024-05-03
2023-12-31	$444,701	6,342	-55.5%	Shares	Sole	2024-01-31
2023-09-30	$923,101	14,263	+10.3%	Shares	Sole	2023-11-14
2023-06-30	$908,262	12,929	-5.8%	Shares	Sole	2023-07-25
2023-03-31	$955,472	13,732	-1.1%	Shares	Sole	2023-04-25
2022-12-31	$991,027	13,878	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.