Old Peak Finance LLC

Position in SO — Southern Co

CIK 2080991 CHAPEL HILL, NC

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$234,105

New position

Shares Held

2,446

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,934

of 2,360 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 91% Shared 0% None 9%

Utilities · as of Jun 30, 2026

Old Peak Finance LLC holds $723,414 across 3 Utilities - Regulated Electric names. SO ranks #2 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	2,237	$261,213
2	SO	Southern Co This page	2,446	$234,105
3	DUK	Duke Energy CORP	1,802	$228,096

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,105	2,446	—	Shares	Defined	2026-08-03
No filing history on record for this holder in this stock.