INVESTMENT ADVISORY SERVICES INC /TX /ADV

Position in SO — Southern Co

CIK 925953 THE WOODLANDS, TX

Position in SO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$277,654

+$5,854 QoQ

Shares Held

2,901

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,775

of 2,354 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

INVESTMENT ADVISORY SERVICES INC /TX /ADV holds $2,348,119 across 6 Utilities - Regulated Electric names. SO ranks #6 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	4,769	$603,660
2	EXC	Exelon Corp	9,550	$445,221
3	AEP	American Electric Power Co Inc	2,873	$393,055
4	PNW	Pinnacle West Capital Corp	3,173	$339,511
5	PPL	PPL Corp	7,951	$289,018
6	SO	Southern Co This page	2,901	$277,654

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,654	2,901	+3.0%	Shares	Sole	2026-07-14
2026-03-31	$271,800	2,816	+1.9%	Shares	Sole	2026-04-17
2025-12-31	$241,020	2,764	-2.8%	Shares	Sole	2026-01-22
2025-09-30	$269,431	2,843	-19.2%	Shares	Sole	2025-10-22
2025-06-30	$322,966	3,517	+9.0%	Shares	Sole	2025-07-17
2025-03-31	$296,630	3,226	+0.6%	Shares	Sole	2025-04-24
2024-12-31	$264,082	3,208	+7.9%	Shares	Sole	2025-01-28
2024-09-30	$268,195	2,974	+5.4%	Shares	Sole	2024-10-15
2024-06-30	$218,902	2,822	—	Shares	Sole	2024-07-17
No filing history on record for this holder in this stock.