KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Position in SO — Southern Co
CIK 2035883
Dublin, OH
Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$237,456
-$2,010 QoQ
Shares Held
2,481
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,925
of 2,360 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT holds $508,865 across 2 Utilities - Regulated Electric names. SO ranks #2 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
2,401 | $271,409 | |
| 2 | SO |
Southern Co
This page
|
2,481 | $237,456 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,456 | 2,481 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $239,466 | 2,481 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $216,168 | 2,479 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $237,398 | 2,505 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $229,758 | 2,502 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $229,507 | 2,496 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $210,080 | 2,552 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $230,139 | 2,552 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||