Evanson Financial, LLC

Position in SO — Southern Co

CIK 2140235 MCLEAN, VA

Position in SO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$265,978

New position

Shares Held

2,779

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,824

of 2,360 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Evanson Financial, LLC holds $1,148,566 across 4 Utilities - Regulated Electric names. SO ranks #3 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,159	$365,035
2	AEP	American Electric Power Co Inc	2,004	$274,167
3	SO	Southern Co This page	2,779	$265,978
4	ED	Consolidated Edison Inc	2,200	$243,386

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,978	2,779	—	Shares	Sole	2026-07-07
No filing history on record for this holder in this stock.