Artesa Financial Group, LLC

Position in SO — Southern Co

CIK 2109808 CONROE, TX

Position in SO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$200,129

-$1,694 QoQ

Shares Held

2,091

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#2,053

of 2,360 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Artesa Financial Group, LLC holds $625,751 across 3 Utilities - Regulated Electric names. SO ranks #3 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	1,897	$217,889
2	WEC	Wec Energy Group, Inc.	1,779	$207,733
3	SO	Southern Co This page	2,091	$200,129

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,129	2,091	0.0%	Shares	Sole	2026-07-27
2026-03-31	$201,823	2,091	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.