Tanglewood Legacy Advisors, LLC

Position in SO — Southern Co

CIK 1965616 HOUSTON, TX

Position in SO

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

Position Value

$143,660

-$1,216 QoQ

Shares Held

1,501

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#2,077

of 2,354 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Tanglewood Legacy Advisors, LLC holds $1,604,260 across 6 Utilities - Regulated Electric names. SO ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	7,800	$684,606
2	OGE	Oge Energy Corp.	13,295	$646,934
3	SO	Southern Co This page	1,501	$143,660
4	WEC	Wec Energy Group, Inc.	600	$70,062
5	XEL	Xcel Energy Inc	410	$32,923
6	DUK	Duke Energy CORP	206	$26,075

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,660	1,501	0.0%	Shares	Sole	2026-08-10
2026-03-31	$144,876	1,501	0.0%	Shares	Sole	2026-04-27
2025-12-31	$130,887	1,501	+195.5%	Shares	Sole	2026-02-06
2025-09-30	$48,143	508	0.0%	Shares	Sole	2025-11-07
2025-06-30	$46,649	508	0.0%	Shares	Sole	2025-08-08
2025-03-31	$46,710	508	0.0%	Shares	Sole	2025-04-22
2024-12-31	$41,818	508	0.0%	Shares	Sole	2025-01-30
2024-09-30	$45,811	508	0.0%	Shares	Sole	2024-10-15
2024-06-30	$39,405	508	0.0%	Shares	Sole	2024-07-17
2024-03-31	$36,443	508	0.0%	Shares	Sole	2024-04-16
2023-12-31	$35,620	508	0.0%	Shares	Sole	2024-01-23
2023-09-30	$32,877	508	0.0%	Shares	Sole	2023-10-18
2023-06-30	$35,687	508	0.0%	Shares	Sole	2023-08-01
2023-03-31	$35,346	508	0.0%	Shares	Sole	2023-04-18
2022-12-31	$36,276	508	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.