Slagle Financial, LLC

Position in SO — Southern Co

CIK 1984918 Edwardsville, IL

Position in SO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$487,929

-$2,871,256 QoQ

Shares Held

5,098

-85.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,422

of 2,360 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Slagle Financial, LLC holds $24,553,928 across 8 Utilities - Regulated Electric names. SO ranks #7 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	40,352	$5,107,756
2	EIX	Edison International	54,985	$4,093,633
3	EXC	Exelon Corp	86,163	$4,016,919
4	NEE	Nextera Energy Inc	42,860	$3,761,822
5	ES	Eversource Energy	47,641	$3,443,015
6	AEP	American Electric Power Co Inc	23,546	$3,221,328
7	SO	Southern Co This page	5,098	$487,929
8	AEE	Ameren Corp	3,729	$421,526

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$487,929	5,098	-85.4%	Shares	Sole	2026-07-29
2026-03-31	$3,359,185	34,803	+3.9%	Shares	Sole	2026-05-01
2025-12-31	$2,921,723	33,506	+1.1%	Shares	Sole	2026-01-26
2025-09-30	$3,141,341	33,147	+3.4%	Shares	Sole	2025-11-06
2025-06-30	$2,942,416	32,042	+545.4%	Shares	Sole	2025-08-11
2025-03-31	$456,531	4,965	-6.5%	Shares	Sole	2025-04-30
2024-12-31	$437,283	5,312	-1.6%	Shares	Sole	2025-02-12
2024-09-30	$487,062	5,401	-16.9%	Shares	Sole	2024-10-31
2024-06-30	$504,360	6,502	-5.8%	Shares	Sole	2024-07-24
2024-03-31	$494,934	6,899	-51.6%	Shares	Sole	2024-05-16
2023-12-31	$999,210	14,250	+88.3%	Shares	Sole	2024-03-05
2023-09-30	$489,800	7,568	-10.3%	Shares	Sole	2023-11-14
2023-06-30	$592,769	8,438	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.