VICTORY FINANCIAL GROUP, LLC

Position in SO — Southern Co

CIK 2011333 AUSTIN, TX

Position in SO

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

Position Value

$316,895

+$81,966 QoQ

Shares Held

3,311

+36.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,685

of 2,359 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

VICTORY FINANCIAL GROUP, LLC holds $2,685,059 across 5 Utilities - Regulated Electric names. SO ranks #5 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	8,819	$1,206,527
2	NEE	Nextera Energy Inc	5,052	$443,414
3	DUK	Duke Energy CORP	3,108	$393,410
4	XEL	Xcel Energy Inc	4,045	$324,813
5	SO	Southern Co This page	3,311	$316,895

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,895	3,311	+36.0%	Shares	Sole	2026-07-29
2026-03-31	$234,929	2,434	—	Shares	Sole	2026-04-27
No filing history on record for this holder in this stock.