Meridian Financial Advisors, LLC

Position in SO — Southern Co

CIK 2032629 HOLLISTON, MA

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$404,566

-$3,424 QoQ

Shares Held

4,227

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#1,542

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Meridian Financial Advisors, LLC holds $1,536,081 across 5 Utilities - Regulated Electric names. SO ranks #1 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	4,227	$404,566
2	D	Dominion Energy, Inc	4,735	$323,353
3	AEP	American Electric Power Co Inc	2,189	$299,477
4	NEE	Nextera Energy Inc	3,044	$267,171
5	DUK	Duke Energy CORP	1,908	$241,514

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,566	4,227	0.0%	Shares	Sole	2026-07-22
2026-03-31	$407,990	4,227	0.0%	Shares	Sole	2026-04-21
2025-12-31	$368,594	4,227	0.0%	Shares	Sole	2026-01-23
2025-09-30	$400,592	4,227	0.0%	Shares	Sole	2025-10-20
2025-06-30	$388,165	4,227	0.0%	Shares	Sole	2025-07-16
2025-03-31	$388,672	4,227	-8.6%	Shares	Sole	2025-04-25
2024-12-31	$380,894	4,627	0.0%	Shares	Sole	2025-01-15
2024-09-30	$417,262	4,627	0.0%	Shares	Sole	2024-10-15
2024-06-30	$358,916	4,627	0.0%	Shares	Sole	2024-08-13
2024-03-31	$331,940	4,627	-6.1%	Shares	Sole	2024-08-13
2023-12-31	$345,411	4,926	0.0%	Shares	Sole	2024-08-13
2023-09-30	$318,810	4,926	-1.0%	Shares	Sole	2024-08-13
2023-06-30	$349,564	4,976	0.0%	Shares	Sole	2024-08-13
2023-03-31	$346,230	4,976	+51.7%	Shares	Sole	2024-08-13
2022-12-31	$234,296	3,281	0.0%	Shares	Sole	2024-08-13
2022-09-30	$223,108	3,281	-4.4%	Shares	Sole	2024-08-13
2022-06-30	$244,735	3,432	0.0%	Shares	Sole	2024-08-13
2022-03-31	$248,854	3,432	-2.6%	Shares	Sole	2024-08-13
2021-12-31	$241,538	3,522	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.