CENTAURUS FINANCIAL, INC.

Position in SO — Southern Co

CIK 891943 ANAHEIM, CA

Position in SO

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,701,871

+$84,881 QoQ

Shares Held

38,678

+3.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#546

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CENTAURUS FINANCIAL, INC. holds $8,080,468 across 9 Utilities - Regulated Electric names. SO ranks #1 (45.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	38,678	$3,701,871
2	NEE	Nextera Energy Inc	17,228	$1,512,101
3	DTE	Dte Energy Co	6,206	$945,608
4	ED	Consolidated Edison Inc	6,331	$700,398
5	DUK	Duke Energy CORP	4,737	$599,609
6	AEP	American Electric Power Co Inc	1,376	$188,250
7	WEC	Wec Energy Group, Inc.	1,386	$161,843
8	ES	Eversource Energy	2,068	$149,454

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,701,871	38,678	+3.2%	Shares	Sole	2026-08-17
2026-03-31	$3,616,990	37,474	+3.1%	Shares	Sole	2026-05-18
2025-12-31	$3,170,853	36,363	+23.4%	Shares	Sole	2026-02-13
2025-09-30	$2,792,966	29,471	+0.7%	Shares	Sole	2025-11-20
2025-06-30	$2,688,690	29,279	-0.3%	Shares	Sole	2025-08-29
2025-03-31	$2,700,571	29,370	+6.8%	Shares	Sole	2025-05-15
2024-12-31	$2,263,059	27,491	-1.9%	Shares	Sole	2025-03-12
2024-09-30	$2,528,376	28,037	-2.9%	Shares	Sole	2024-11-12
2024-06-30	$2,240,066	28,878	+4.5%	Shares	Sole	2024-09-23
2024-03-31	$1,982,104	27,629	-5.0%	Shares	Sole	2024-05-14
2023-12-31	$2,040,211	29,096	-7.5%	Shares	Sole	2024-02-26
2023-09-30	$2,036,544	31,467	-18.7%	Shares	Sole	2023-11-13
2023-06-30	$2,717,621	38,685	-25.2%	Shares	Sole	2023-08-15
2023-03-31	$3,598,538	51,718	-9.0%	Shares	Sole	2023-05-18
2022-12-31	$4,060,658	56,864	+189.5%	Shares	Sole	2023-02-13
2022-09-30	$1,335,452	19,639	+1.1%	Shares	Sole	2022-12-05
2022-06-30	$1,385,838	19,434	-14.2%	Shares	Sole	2022-08-02
2022-03-31	$1,641,481	22,638	-22.7%	Shares	Sole	2022-05-13
2021-12-31	$2,007,748	29,276	+1.9%	Shares	Sole	2022-02-01
2021-09-30	$1,779,964	28,723	-5.0%	Shares	Sole	2021-11-12
2021-06-30	$1,829,640	30,237	-7.2%	Shares	Sole	2021-08-10
2021-03-31	$2,024,924	32,576	+14.6%	Shares	Sole	2021-04-30
2020-12-31	$1,746,147	28,425	-4.0%	Shares	Sole	2021-01-25
2020-09-30	$1,605,020	29,602	-45.7%	Shares	Sole	2020-11-12
2020-06-30	$2,827,743	54,537	+228.8%	Shares	Sole	2020-08-13
2020-03-31	$898,074	16,588	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.