MJP ASSOCIATES INC /ADV

Position in SO — Southern Co

CIK 715113 FARMINGTON, CT

Position in SO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$304,740

-$97,458 QoQ

Shares Held

3,184

-23.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,711

of 2,360 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MJP ASSOCIATES INC /ADV holds $2,284,951 across 6 Utilities - Regulated Electric names. SO ranks #5 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	4,252	$538,218
2	AEP	American Electric Power Co Inc	3,111	$425,615
3	NEE	Nextera Energy Inc	4,800	$421,296
4	ES	Eversource Energy	4,771	$344,800
5	SO	Southern Co This page	3,184	$304,740
6	D	Dominion Energy, Inc	3,665	$250,282

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$304,740	3,184	-23.6%	Shares	Sole	2026-08-11
2026-03-31	$402,198	4,167	+7.1%	Shares	Sole	2026-05-05
2025-12-31	$339,382	3,892	-5.1%	Shares	Sole	2026-02-06
2025-09-30	$388,746	4,102	+33.0%	Shares	Sole	2025-11-07
2025-06-30	$283,203	3,084	+11.6%	Shares	Sole	2025-08-08
2025-03-31	$254,149	2,764	+6.1%	Shares	Sole	2025-04-30
2024-12-31	$214,443	2,605	+5.4%	Shares	Sole	2025-02-14
2024-09-30	$222,924	2,472	-67.6%	Shares	Sole	2024-11-12
2023-06-30	$535,375	7,621	-10.5%	Shares	Sole	2023-07-12
2023-03-31	$592,334	8,513	+6.8%	Shares	Sole	2023-04-18
2022-12-31	$569,209	7,971	+11.7%	Shares	Sole	2023-01-20
2022-09-30	$485,452	7,139	+10.9%	Shares	Sole	2022-10-12
2022-06-30	$458,879	6,435	+43.4%	Shares	Sole	2022-07-11
2022-03-31	$325,279	4,486	+33.1%	Shares	Sole	2022-04-19
2021-12-31	$231,183	3,371	—	Shares	Sole	2022-01-18
No filing history on record for this holder in this stock.