PFG Investments, LLC

Position in SO — Southern Co

CIK 1973224 WOODBURY, NY

Position in SO

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

Position Value

$2,293,307

+$40,627 QoQ

Shares Held

23,961

+2.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#186

of 936 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PFG Investments, LLC holds $36,814,650 across 22 Utilities - Regulated Electric names. SO ranks #7 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	65,590	$7,256,221
2	NEE	Nextera Energy Inc	48,611	$4,266,587
3	AEP	American Electric Power Co Inc	29,325	$4,011,953
4	DUK	Duke Energy CORP	31,072	$3,933,093
5	D	Dominion Energy, Inc	37,499	$2,560,806
6	PEG	Public Service Enterprise Group Inc	30,462	$2,472,295
7	SO	Southern Co This page	23,961	$2,293,307
8	ES	Eversource Energy	18,470	$1,334,826

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,293,307	23,961	+2.7%	Shares	Sole	2026-07-23
2026-03-31	$2,252,680	23,339	-5.9%	Shares	Sole	2026-04-27
2025-12-31	$2,162,472	24,799	-2.1%	Shares	Sole	2026-01-26
2025-09-30	$2,400,808	25,333	+0.3%	Shares	Sole	2025-10-31
2025-06-30	$2,320,084	25,265	-6.0%	Shares	Sole	2025-07-18
2025-03-31	$2,472,535	26,890	-1.0%	Shares	Sole	2025-04-22
2024-12-31	$2,236,058	27,163	-1.3%	Shares	Sole	2025-01-22
2024-09-30	$2,481,483	27,517	-1.0%	Shares	Sole	2024-10-24
2024-06-30	$2,155,747	27,791	+4.9%	Shares	Sole	2024-08-07
2024-03-31	$1,900,177	26,487	+271.1%	Shares	Sole	2024-04-22
2023-12-31	$500,446	7,137	+0.0%	Shares	Sole	2024-01-17
2023-09-30	$461,841	7,136	+24.6%	Shares	Sole	2023-11-06
2023-06-30	$402,392	5,728	+1.8%	Shares	Sole	2023-08-03
2023-03-31	$391,457	5,626	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.