VISTA INVESTMENT PARTNERS II, LLC

Position in SO — Southern Co

CIK 2035219 RICHMOND, IN

Position in SO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$469,553

-$1,947 QoQ

Shares Held

4,906

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,451

of 2,360 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

VISTA INVESTMENT PARTNERS II, LLC holds $1,681,158 across 4 Utilities - Regulated Electric names. SO ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	3,793	$480,117
2	SO	Southern Co This page	4,906	$469,553
3	AEP	American Electric Power Co Inc	3,408	$466,248
4	NEE	Nextera Energy Inc	3,022	$265,240

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$469,553	4,906	+0.4%	Shares	Sole	2026-07-21
2026-03-31	$471,500	4,885	-13.8%	Shares	Sole	2026-04-23
2025-12-31	$493,900	5,664	+0.0%	Shares	Sole	2026-01-22
2025-09-30	$536,682	5,663	-0.7%	Shares	Sole	2025-10-29
2025-06-30	$523,522	5,701	+1.9%	Shares	Sole	2025-08-07
2025-03-31	$514,184	5,592	+0.4%	Shares	Sole	2025-04-24
2024-12-31	$458,604	5,571	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.