MJT & Associates Financial Advisory Group, Inc.
Position in SO — Southern Co
CIK 2065777
MONTEVICEO, MN
Position in SO
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$313,354
-$2,652 QoQ
Shares Held
3,274
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#1,696
of 2,359 holders
Holding Since
Mar 2025
6 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, 2026MJT & Associates Financial Advisory Group, Inc. holds $1,400,522 across 12 Utilities - Regulated Electric names. SO ranks #1 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
3,274 | $313,354 | |
| 2 | NEE |
Nextera Energy Inc
|
3,293 | $289,026 | |
| 3 | XEL |
Xcel Energy Inc
|
2,879 | $231,183 | |
| 4 | D |
Dominion Energy, Inc
|
2,500 | $170,725 | |
| 5 | MGEE |
Mge Energy Inc
|
1,500 | $122,310 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
1,011 | $108,177 | |
| 7 | FE |
Firstenergy Corp
|
1,000 | $47,540 | |
| 8 | EXC |
Exelon Corp
|
915 | $42,657 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,354 | 3,274 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $316,006 | 3,274 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $285,492 | 3,274 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $310,276 | 3,274 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $300,651 | 3,274 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $301,044 | 3,274 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||