HF Advisory Group, LLC

Position in SO — Southern Co

CIK 1963169 Annapolis, MD

Position in SO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,287,712

+$227,792 QoQ

Shares Held

44,799

+6.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.94%

of 13F equity value

Holder Rank

#509

of 2,360 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

HF Advisory Group, LLC holds $5,235,830 across 3 Utilities - Regulated Electric names. SO ranks #1 (81.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	44,799	$4,287,712
2	AEP	American Electric Power Co Inc	4,371	$597,996
3	D	Dominion Energy, Inc	5,127	$350,122

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,287,712	44,799	+6.5%	Shares	Sole	2026-07-09
2026-03-31	$4,059,920	42,063	+18.3%	Shares	Sole	2026-04-21
2025-12-31	$3,100,047	35,551	+10.7%	Shares	Sole	2026-01-23
2025-09-30	$3,044,012	32,120	+9.0%	Shares	Sole	2025-10-06
2025-06-30	$2,706,505	29,473	+17.1%	Shares	Sole	2025-07-10
2025-03-31	$2,314,381	25,170	+13.5%	Shares	Sole	2025-04-10
2024-12-31	$1,825,446	22,175	-3.2%	Shares	Sole	2025-01-15
2024-09-30	$2,064,941	22,898	+1.8%	Shares	Sole	2024-10-30
2024-06-30	$1,744,549	22,490	-3.3%	Shares	Sole	2024-07-18
2024-03-31	$1,668,313	23,255	+4.1%	Shares	Sole	2024-04-22
2023-12-31	$1,565,709	22,329	+1.4%	Shares	Sole	2024-01-31
2023-09-30	$1,425,522	22,026	+8.5%	Shares	Sole	2023-10-31
2023-06-30	$1,425,794	20,296	+12.5%	Shares	Sole	2023-07-20
2023-03-31	$1,255,501	18,044	+25.9%	Shares	Sole	2023-04-19
2022-12-31	$1,023,162	14,328	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.