MSH Capital Advisors LLC

Position in SO — Southern Co

CIK 2056306 SCOTTSDALE, AZ

Position in SO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,073,939

-$6,356 QoQ

Shares Held

21,669

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#747

of 2,356 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MSH Capital Advisors LLC holds $6,882,277 across 5 Utilities - Regulated Electric names. SO ranks #1 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	21,669	$2,073,939
2	DUK	Duke Energy CORP	14,264	$1,805,537
3	WEC	Wec Energy Group, Inc.	13,292	$1,552,106
4	NEE	Nextera Energy Inc	13,266	$1,164,356
5	D	Dominion Energy, Inc	4,193	$286,339

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,073,939	21,669	+0.5%	Shares	Sole	2026-08-11
2026-03-31	$2,080,295	21,553	+0.3%	Shares	Sole	2026-05-11
2025-12-31	$1,873,230	21,482	+0.7%	Shares	Sole	2026-02-09
2025-09-30	$2,022,012	21,336	0.0%	Shares	Sole	2025-11-06
2025-06-30	$1,959,284	21,336	+1.4%	Shares	Sole	2025-07-24
2025-03-31	$1,934,260	21,036	+3.9%	Shares	Sole	2025-05-13
2024-12-31	$1,667,062	20,251	+3.8%	Shares	Sole	2025-02-13
2024-09-30	$1,758,600	19,501	0.0%	Shares	Sole	2025-02-14
2024-06-30	$1,512,692	19,501	+1.6%	Shares	Sole	2025-02-14
2024-03-31	$1,376,403	19,186	-2.2%	Shares	Sole	2025-02-14
2023-12-31	$1,375,894	19,622	-0.8%	Shares	Sole	2025-02-14
2023-09-30	$1,279,902	19,776	-3.6%	Shares	Sole	2025-02-14
2023-06-30	$1,441,389	20,518	+1.0%	Shares	Sole	2025-02-14
2023-03-31	$1,413,030	20,308	-1.1%	Shares	Sole	2025-02-14
2022-12-31	$1,465,618	20,524	+1.9%	Shares	Sole	2025-02-14
2022-09-30	$1,369,180	20,135	-2.0%	Shares	Sole	2025-02-14
2022-06-30	$1,465,705	20,554	+3.4%	Shares	Sole	2025-02-13
2022-03-31	$1,441,281	19,877	+7.2%	Shares	Sole	2025-02-13
2021-12-31	$1,272,159	18,550	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.