ZEGA Investments, LLC

Position in SO — Southern Co

CIK 2045703 Palm Beach Gardens, FL

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$438,447

New position

Shares Held

4,581

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,489

of 2,360 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ZEGA Investments, LLC holds $1,903,270 across 3 Utilities - Regulated Electric names. SO ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	11,513	$1,344,373
2	SO	Southern Co This page	4,581	$438,447
3	XEL	Xcel Energy Inc	1,500	$120,450

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$438,447	4,581	—	Shares	Sole	2026-07-31
No filing history on record for this holder in this stock.