PATRICK M SWEENEY & ASSOCIATES, INC

Position in SO — Southern Co

CIK 2010453 LIBERTYVILLE, IL

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$240,519

+$12,443 QoQ

Shares Held

2,513

+6.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,911

of 2,360 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PATRICK M SWEENEY & ASSOCIATES, INC holds $2,067,049 across 6 Utilities - Regulated Electric names. SO ranks #6 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,098	$447,451
2	WEC	Wec Energy Group, Inc.	3,371	$393,631
3	XEL	Xcel Energy Inc	4,450	$357,335
4	ES	Eversource Energy	4,915	$355,207
5	DUK	Duke Energy CORP	2,156	$272,906
6	SO	Southern Co This page	2,513	$240,519

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,519	2,513	+6.3%	Shares	Sole	2026-08-10
2026-03-31	$228,076	2,363	0.0%	Shares	Sole	2026-05-07
2025-12-31	$206,053	2,363	+3.1%	Shares	Sole	2026-02-04
2025-09-30	$217,307	2,293	0.0%	Shares	Sole	2025-11-12
2025-06-30	$210,566	2,293	0.0%	Shares	Sole	2025-08-13
2025-03-31	$210,841	2,293	0.0%	Shares	Sole	2025-04-14
2024-09-30	$206,782	2,293	—	Shares	Sole	2024-10-22
No filing history on record for this holder in this stock.