BRIAN LOW FINANCIAL GROUP, LLC

Position in SO — Southern Co

CIK 2079080 BATON ROUGE, LA

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$258,129

+$24,068 QoQ

Shares Held

2,697

+11.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,847

of 2,360 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BRIAN LOW FINANCIAL GROUP, LLC holds $3,740,108 across 5 Utilities - Regulated Electric names. SO ranks #5 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	20,828	$1,828,073
2	ETR	Entergy Corp /De/	8,277	$950,696
3	PEG	Public Service Enterprise Group Inc	4,779	$387,863
4	AEP	American Electric Power Co Inc	2,305	$315,347
5	SO	Southern Co This page	2,697	$258,129

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,129	2,697	+11.2%	Shares	Sole	2026-07-28
2026-03-31	$234,061	2,425	0.0%	Shares	Sole	2026-04-20
2025-12-31	$211,460	2,425	+0.0%	Shares	Sole	2026-02-13
2025-09-30	$229,722	2,424	-7.1%	Shares	Sole	2025-10-16
2025-06-30	$239,584	2,609	—	Shares	Sole	2025-07-31
No filing history on record for this holder in this stock.