Cannon Financial Strategists, Inc.

Position in SO — Southern Co

CIK 2031123 ATHENS, GA

Position in SO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,633,482

-$143,740 QoQ

Shares Held

17,067

-7.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#831

of 2,360 holders

Holding Since

Sep 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Cannon Financial Strategists, Inc. holds $2,391,569 across 2 Utilities - Regulated Electric names. SO ranks #1 (68.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co This page	17,067	$1,633,482
2	DUK	Duke Energy CORP	5,989	$758,087

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,633,482	17,067	-7.3%	Shares	Sole	2026-08-07
2026-03-31	$1,777,222	18,413	+23.7%	Shares	Sole	2026-05-12
2025-12-31	$1,298,320	14,889	+13.1%	Shares	Sole	2026-02-04
2025-09-30	$1,247,267	13,161	-7.1%	Shares	Sole	2025-11-06
2025-06-30	$1,301,598	14,174	+1.2%	Shares	Sole	2025-08-06
2025-03-31	$1,288,311	14,011	+2.2%	Shares	Sole	2025-05-05
2024-12-31	$1,128,689	13,711	+2.8%	Shares	Sole	2025-02-03
2024-09-30	$1,203,361	13,344	+35.8%	Shares	Sole	2024-10-21
2024-06-30	$762,280	9,827	-12.1%	Shares	Sole	2024-09-10
2024-03-31	$802,411	11,185	0.0%	Shares	Sole	2024-10-01
2023-12-31	$784,292	11,185	+96.9%	Shares	Sole	2024-10-18
2023-09-30	$367,609	5,680	+26.8%	Shares	Sole	2024-10-18
2023-06-30	$314,720	4,480	0.0%	Shares	Sole	2024-10-02
2023-03-31	$311,718	4,480	+51.6%	Shares	Sole	2024-10-02
2022-09-30	$200,940	2,955	-17.0%	Shares	Sole	2024-10-18
2022-06-30	$253,863	3,560	0.0%	Shares	Sole	2024-10-18
2022-03-31	$258,135	3,560	-12.0%	Shares	Sole	2024-10-18
2020-09-30	$219,265	4,044	—	Shares	Sole	2024-10-02
No filing history on record for this holder in this stock.