ADVISORTRUST PARTNERS, LLC

Position in SO — Southern Co

CIK 2115523 RALEIGH, NC

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$248,941

-$2,107 QoQ

Shares Held

2,601

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,876

of 2,356 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ADVISORTRUST PARTNERS, LLC holds $3,212,209 across 4 Utilities - Regulated Electric names. SO ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	11,998	$1,518,706
2	D	Dominion Energy, Inc	17,786	$1,214,605
3	SO	Southern Co This page	2,601	$248,941
4	NEE	Nextera Energy Inc	2,620	$229,957

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,941	2,601	0.0%	Shares	Sole	2026-08-10
2026-03-31	$251,048	2,601	+5.0%	Shares	Sole	2026-05-06
2025-12-31	$215,907	2,476	—	Shares	Sole	2026-03-10
No filing history on record for this holder in this stock.