Park Square Financial Group, LLC

Position in SO — Southern Co

CIK 2058285 ROSWELL, GA

Position in SO

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

Position Value

$6,699

-$1,505 QoQ

Shares Held

-17.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#2,298

of 2,354 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Park Square Financial Group, LLC holds $33,621 across 6 Utilities - Regulated Electric names. SO ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	90	$11,392
2	AEE	Ameren Corp	84	$9,495
3	SO	Southern Co This page	70	$6,699
4	NGG	National Grid PLC	31	$2,568
5	NEE	Nextera Energy Inc	20	$1,755
6	EIX	Edison International	23	$1,712

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,699	70	-17.6%	Shares	Sole	2026-07-31
2026-03-31	$8,204	85	-76.1%	Shares	Sole	2026-05-13
2025-12-31	$30,956	355	+31.0%	Shares	Sole	2026-02-05
2025-09-30	$25,682	271	-96.6%	Shares	Sole	2025-11-12
2025-06-30	$733,353	7,986	-1.9%	Shares	Sole	2025-08-12
2025-03-31	$748,564	8,141	-2.2%	Shares	Sole	2025-05-01
2024-12-31	$685,066	8,322	—	Shares	Sole	2025-02-28
No filing history on record for this holder in this stock.