Beacon Financial Strategies CORP

Position in SO — Southern Co

CIK 2084239 RALEIGH, NC

Position in SO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$97,241

+$59,888 QoQ

Shares Held

1,016

+162.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#2,116

of 2,354 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Beacon Financial Strategies CORP holds $409,307 across 6 Utilities - Regulated Electric names. SO ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,402	$177,465
2	SO	Southern Co This page	1,016	$97,241
3	AEP	American Electric Power Co Inc	275	$37,622
4	XEL	Xcel Energy Inc	450	$36,135
5	D	Dominion Energy, Inc	480	$32,779
6	EXC	Exelon Corp	602	$28,065

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$97,241	1,016	+162.5%	Shares	Sole	2026-07-08
2026-03-31	$37,353	387	0.0%	Shares	Sole	2026-04-08
2025-12-31	$33,746	387	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.