Goldstein Advisors, LLC

Position in SO — Southern Co

CIK 1963807 Madison, WI

Position in SO

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

Position Value

$260,809

+$36,014 QoQ

Shares Held

2,725

+17.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,835

of 2,356 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Goldstein Advisors, LLC holds $3,272,265 across 5 Utilities - Regulated Electric names. SO ranks #5 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNT	Alliant Energy Corp	20,055	$1,529,995
2	MGEE	Mge Energy Inc	10,266	$837,089
3	DUK	Duke Energy CORP	2,801	$354,550
4	D	Dominion Energy, Inc	4,244	$289,822
5	SO	Southern Co This page	2,725	$260,809

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,809	2,725	+17.0%	Shares	Sole	2026-07-20
2026-03-31	$224,795	2,329	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.