VISTA INVESTMENT PARTNERS LLC

Position in SO — Southern Co

CIK 2023386 Oklahoma City, OK

Position in SO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$247,218

-$13,579 QoQ

Shares Held

2,583

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,887

of 2,360 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

VISTA INVESTMENT PARTNERS LLC holds $10,279,766 across 6 Utilities - Regulated Electric names. SO ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OGE	Oge Energy Corp.	133,171	$6,480,100
2	TXNM	Txnm Energy Inc	22,099	$1,254,781
3	NEE	Nextera Energy Inc	13,918	$1,221,582
4	ES	Eversource Energy	8,482	$612,994
5	EVRG	Evergy, Inc.	5,358	$463,091
6	SO	Southern Co This page	2,583	$247,218

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$247,218	2,583	-4.4%	Shares	Sole	2026-07-09
2026-03-31	$260,797	2,702	+0.1%	Shares	Sole	2026-04-09
2025-12-31	$235,265	2,698	0.0%	Shares	Sole	2026-01-16
2025-09-30	$255,689	2,698	0.0%	Shares	Sole	2025-10-16
2025-06-30	$247,757	2,698	0.0%	Shares	Sole	2025-07-10
2025-03-31	$248,081	2,698	0.0%	Shares	Sole	2025-04-17
2024-12-31	$222,099	2,698	-0.1%	Shares	Sole	2025-01-21
2024-09-30	$243,486	2,700	0.0%	Shares	Sole	2024-10-16
2024-06-30	$209,439	2,700	—	Shares	Sole	2024-07-19
No filing history on record for this holder in this stock.