Farther Finance Advisors, LLC

Position in SO — Southern Co

CIK 1992825 SAN FRANCISCO, CA

Position in SO

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$12,263,638

+$1,527,400 QoQ

Shares Held

127,058

+3.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Farther Finance Advisors, LLC holds $66,060,486 across 40 Utilities - Regulated Electric names. SO ranks #1 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	127,058	$12,263,638
2	NEE	Nextera Energy Inc	126,800	$11,777,184
3	DUK	Duke Energy CORP	61,488	$8,051,238
4	AEP	American Electric Power Co Inc	25,609	$3,356,827
5	D	Dominion Energy, Inc	51,845	$3,205,057
6	ETR	Entergy Corp /De/	20,231	$2,273,155
7	ED	Consolidated Edison Inc	18,331	$2,074,702
8	XEL	Xcel Energy Inc	23,003	$1,827,358

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,263,638	127,058	+3.2%	Shares	Sole	2026-04-07
2025-12-31	$10,736,238	123,122	+99.1%	Shares	Sole	2026-01-23
2025-09-30	$5,859,060	61,824	+41.0%	Shares	Sole	2025-10-14
2025-06-30	$4,027,571	43,859	+8.1%	Shares	Sole	2025-07-11
2025-03-31	$3,732,342	40,591	+62.3%	Shares	Sole	2025-04-14
2024-12-31	$2,058,576	25,007	+13.0%	Shares	Sole	2025-02-10
2024-09-30	$1,995,503	22,128	+71.5%	Shares	Sole	2024-10-29
2024-06-30	$1,001,118	12,906	+22.7%	Shares	Sole	2024-07-31
2024-03-31	$754,776	10,521	+12.2%	Shares	Sole	2024-05-14
2023-12-31	$657,585	9,378	+237.2%	Shares	Sole	2024-02-15
2023-09-30	$179,986	2,781	+36.5%	Shares	Sole	2023-11-14
2023-06-30	$143,169	2,038	+15.3%	Shares	Sole	2024-05-14
2023-03-31	$123,017	1,768	+47.9%	Shares	Sole	2024-05-14
2022-12-31	$85,334	1,195	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.