Orographic Financial Advisors, LLC

Position in SO — Southern Co

CIK 2135775 AVON, CO

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$820,904

-$21,426 QoQ

Shares Held

8,577

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#1,128

of 2,360 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Orographic Financial Advisors, LLC holds $4,393,946 across 4 Utilities - Regulated Electric names. SO ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	16,017	$2,191,285
2	EXC	Exelon Corp	23,200	$1,081,584
3	SO	Southern Co This page	8,577	$820,904
4	NEE	Nextera Energy Inc	3,420	$300,173

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$820,904	8,577	-1.7%	Shares	Sole	2026-08-13
2026-03-31	$842,330	8,727	—	Shares	Sole	2026-05-19
No filing history on record for this holder in this stock.