Smith Thornton Advisors LLC

Position in SO — Southern Co

CIK 2032436 HUNTSVILLE, AL

Position in SO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,767,667

+$68,143 QoQ

Shares Held

18,469

+4.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.98%

of 13F equity value

Holder Rank

#800

of 2,356 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Smith Thornton Advisors LLC holds $3,818,851 across 5 Utilities - Regulated Electric names. SO ranks #1 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	18,469	$1,767,667
2	DUK	Duke Energy CORP	7,000	$886,060
3	NEE	Nextera Energy Inc	7,861	$689,959
4	D	Dominion Energy, Inc	3,573	$244,000
5	MGEE	Mge Energy Inc	2,835	$231,165

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,767,667	18,469	+4.9%	Shares	Sole	2026-07-14
2026-03-31	$1,699,524	17,608	+3.5%	Shares	Sole	2026-04-16
2025-12-31	$1,483,272	17,010	+0.0%	Shares	Sole	2026-01-14
2025-09-30	$1,611,658	17,006	+0.1%	Shares	Sole	2025-10-29
2025-06-30	$1,559,732	16,985	-5.1%	Shares	Sole	2025-07-30
2025-03-31	$1,645,169	17,892	+0.7%	Shares	Sole	2025-05-01
2024-12-31	$1,462,003	17,760	+6.2%	Shares	Sole	2025-01-14
2024-09-30	$1,507,719	16,719	+25.8%	Shares	Sole	2024-10-31
2024-06-30	$1,031,293	13,295	—	Shares	Sole	2024-08-15
No filing history on record for this holder in this stock.