Compound Planning, Inc.

Position in SO — Southern Co

CIK 1978879 NEW YORK, NY

Position in SO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,296,561

+$38,959 QoQ

Shares Held

23,995

+2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#715

of 2,375 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Compound Planning, Inc. holds $26,296,860 across 27 Utilities - Regulated Electric names. SO ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	73,527	$6,453,464
2	DUK	Duke Energy CORP	22,987	$2,909,693
3	SO	Southern Co This page	23,995	$2,296,561
4	ETR	Entergy Corp /De/	16,691	$1,917,128
5	AEP	American Electric Power Co Inc	11,245	$1,538,427
6	NGG	National Grid PLC	15,019	$1,244,623
7	D	Dominion Energy, Inc	14,575	$995,326
8	LNT	Alliant Energy Corp	11,769	$897,856

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,296,561	23,995	+2.6%	Shares	Sole	2026-08-04
2026-03-31	$2,257,602	23,390	-0.7%	Shares	Other	2026-05-14
2025-12-31	$2,053,820	23,553	+11.0%	Shares	Defined	2026-02-19
2025-09-30	$2,011,019	21,220	-57.9%	Shares	Sole	2025-11-10
2025-06-30	$4,628,415	50,402	+151.7%	Shares	Sole	2025-08-14
2025-03-31	$1,841,574	20,028	-0.8%	Shares	Sole	2025-05-14
2024-12-31	$1,662,534	20,196	+0.1%	Shares	Sole	2025-01-17
2024-09-30	$1,819,381	20,175	+6.9%	Shares	Sole	2024-10-08
2024-06-30	$1,464,444	18,879	+16.4%	Shares	Sole	2024-07-26
2024-03-31	$1,163,120	16,213	+100.5%	Shares	Sole	2024-05-07
2023-12-31	$566,920	8,085	+95.1%	Shares	Sole	2024-02-08
2023-09-30	$268,134	4,143	-2.9%	Shares	Sole	2023-11-09
2023-06-30	$299,827	4,268	—	Shares	Sole	2023-08-03
No filing history on record for this holder in this stock.