Constant Guidance Financial LLC

Position in SO — Southern Co

CIK 1995383 ATTLEBORO FALLS, MA

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,638,555

New position

Shares Held

17,120

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#829

of 2,360 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Constant Guidance Financial LLC holds $8,826,142 across 6 Utilities - Regulated Electric names. SO ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	21,780	$2,756,912
2	D	Dominion Energy, Inc	28,355	$1,936,362
3	SO	Southern Co This page	17,120	$1,638,555
4	ES	Eversource Energy	16,349	$1,181,542
5	EIX	Edison International	14,800	$1,101,860
6	NEE	Nextera Energy Inc	2,403	$210,911

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,638,555	17,120	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.