MB, LEVIS & ASSOCIATES, LLC

Position in SO — Southern Co

CIK 2065807 CENTER VALLEY, PA

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$40,868

-$249 QoQ

Shares Held

427

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,208

of 2,356 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MB, LEVIS & ASSOCIATES, LLC holds $921,051 across 8 Utilities - Regulated Electric names. SO ranks #3 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	8,855	$777,203
2	PPL	PPL Corp	1,215	$44,165
3	SO	Southern Co This page	427	$40,868
4	DTE	Dte Energy Co	164	$24,988
5	XEL	Xcel Energy Inc	250	$20,075
6	AEP	American Electric Power Co Inc	36	$4,925
7	FE	Firstenergy Corp	93	$4,421
8	FTS	Fortis Inc.	77	$4,406

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,868	427	+0.2%	Shares	Sole	2026-07-22
2026-03-31	$41,117	426	+0.2%	Shares	Sole	2026-04-08
2025-12-31	$37,060	425	+0.2%	Shares	Sole	2026-01-14
2025-09-30	$40,182	424	+0.2%	Shares	Sole	2025-10-15
2025-06-30	$38,844	423	+0.2%	Shares	Sole	2025-07-29
2025-03-31	$38,802	422	+0.2%	Shares	Sole	2025-05-07
2024-12-31	$34,656	421	+0.2%	Shares	Sole	2025-05-07
2024-09-30	$37,875	420	+0.2%	Shares	Sole	2025-05-07
2024-06-30	$32,501	419	+0.2%	Shares	Sole	2025-05-07
2024-03-31	$29,987	418	+0.5%	Shares	Sole	2025-05-07
2023-12-31	$29,169	416	+0.2%	Shares	Sole	2025-05-07
2023-09-30	$26,858	415	+0.2%	Shares	Sole	2025-05-07
2023-06-30	$29,083	414	+0.2%	Shares	Sole	2025-05-07
2023-03-31	$28,736	413	+0.2%	Shares	Sole	2025-05-07
2022-12-31	$29,420	412	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.