C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Position in SO — Southern Co
CIK 1965756
Westlake, OH
Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$265,499
+$13,968 QoQ
Shares Held
2,774
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,821
of 2,354 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holds $3,889,397 across 10 Utilities - Regulated Electric names. SO ranks #8 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
5,935 | $751,252 | |
| 2 | FE |
Firstenergy Corp
|
11,225 | $533,636 | |
| 3 | ED |
Consolidated Edison Inc
|
4,814 | $532,572 | |
| 4 | NEE |
Nextera Energy Inc
|
5,476 | $480,628 | |
| 5 | ETR |
Entergy Corp /De/
|
2,771 | $318,277 | |
| 6 | LNT |
Alliant Energy Corp
|
3,960 | $302,108 | |
| 7 | D |
Dominion Energy, Inc
|
4,163 | $284,291 | |
| 8 | SO |
Southern Co
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|
2,774 | $265,499 |
All Filings in SO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,499 | 2,774 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $251,531 | 2,606 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $229,161 | 2,628 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $301,842 | 3,185 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $211,117 | 2,299 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $208,450 | 2,267 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $958,451 | 11,643 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $972,230 | 10,781 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $739,164 | 9,529 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,471,889 | 20,517 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $754,210 | 10,756 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $706,807 | 10,921 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $751,394 | 10,696 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||