Pathway Financial Advisers, LLC

Position in SO — Southern Co

CIK 2024152 AUBURN, IN

Position in SO

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

Position Value

$4,317,573

-$36,926 QoQ

Shares Held

45,111

-0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#506

of 2,359 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pathway Financial Advisers, LLC holds $23,639,559 across 6 Utilities - Regulated Electric names. SO ranks #2 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	58,552	$7,411,512
2	SO	Southern Co This page	45,111	$4,317,573
3	AEP	American Electric Power Co Inc	29,787	$4,075,159
4	EVRG	Evergy, Inc.	43,727	$3,779,324
5	WEC	Wec Energy Group, Inc.	19,402	$2,265,571
6	NEE	Nextera Energy Inc	20,399	$1,790,420

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,317,573	45,111	-0.0%	Shares	Sole	2026-07-30
2026-03-31	$4,354,499	45,115	+2.8%	Shares	Sole	2026-04-23
2025-12-31	$3,825,376	43,869	-0.1%	Shares	Sole	2026-02-06
2025-09-30	$4,163,246	43,930	-7.4%	Shares	Sole	2025-11-13
2025-06-30	$4,356,507	47,441	+1.2%	Shares	Sole	2025-08-21
2025-03-31	$4,309,052	46,863	-6.6%	Shares	Sole	2025-05-09
2024-12-31	$4,131,229	50,185	-1.8%	Shares	Sole	2025-01-30
2024-09-30	$4,608,829	51,107	-8.7%	Shares	Sole	2024-10-25
2024-06-30	$4,344,306	56,007	-1.0%	Shares	Sole	2024-08-20
2024-03-31	$4,059,838	56,591	-2.1%	Shares	Sole	2024-05-29
2023-12-31	$4,053,637	57,810	-1.1%	Shares	Sole	2024-07-19
2023-09-30	$3,784,279	58,474	+0.5%	Shares	Sole	2024-07-19
2023-03-31	$4,046,400	58,157	+2.3%	Shares	Sole	2024-07-19
2022-12-31	$4,059,509	56,850	—	Shares	Sole	2024-07-19
No filing history on record for this holder in this stock.