Oakmont Advisory Group, LLC

Position in SO — Southern Co

CIK 2115370 ALBUQUERQUE, NM

Position in SO

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

Position Value

$41,920

New position

Shares Held

438

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,209

of 2,360 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Oakmont Advisory Group, LLC holds $42,838 across 4 Utilities - Regulated Electric names. SO ranks #1 (97.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	438	$41,920
2	ETR	Entergy Corp /De/	8	$918
3	DTE	Dte Energy Co	0	$0
4	WEC	Wec Energy Group, Inc.	0	$0

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,920	438	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.