DOLIVER ADVISORS, LP

Position in SO — Southern Co

CIK 938077 HOUSTON, TX

Position in SO

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$487,929

-$11,851 QoQ

Shares Held

5,098

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,421

of 2,360 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

DOLIVER ADVISORS, LP holds $2,478,042 across 3 Utilities - Regulated Electric names. SO ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	12,648	$1,600,983
2	SO	Southern Co This page	5,098	$487,929
3	PCG	PG&E Corp	23,135	$389,130

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$487,929	5,098	-1.5%	Shares	Sole	2026-07-10
2026-03-31	$499,780	5,178	-4.2%	Shares	Sole	2026-04-08
2025-12-31	$471,141	5,403	-1.4%	Shares	Sole	2026-01-06
2025-09-30	$519,150	5,478	0.0%	Shares	Sole	2025-10-07
2025-06-30	$503,044	5,478	-1.8%	Shares	Sole	2025-07-02
2025-03-31	$512,897	5,578	-2.6%	Shares	Sole	2025-04-08
2024-12-31	$471,528	5,728	+1.4%	Shares	Sole	2025-01-06
2024-09-30	$509,336	5,648	-2.2%	Shares	Sole	2024-10-02
2024-06-30	$447,811	5,773	+1.3%	Shares	Sole	2024-07-12
2024-03-31	$408,774	5,698	-3.7%	Shares	Sole	2024-04-12
2023-12-31	$414,970	5,918	-2.5%	Shares	Sole	2024-01-03
2023-09-30	$392,720	6,068	+1.7%	Shares	Sole	2023-10-10
2023-06-30	$419,252	5,968	-0.5%	Shares	Sole	2023-08-07
2023-03-31	$417,480	6,000	+50.0%	Shares	Sole	2023-05-12
2022-12-31	$285,640	4,000	-27.3%	Shares	Sole	2023-02-07
2022-06-30	$392,418	5,503	+7.4%	Shares	Sole	2022-08-15
2022-03-31	$371,613	5,125	+8.6%	Shares	Sole	2022-05-09
2021-12-31	$323,629	4,719	-13.6%	Shares	Sole	2022-02-07
2021-09-30	$338,418	5,461	-2.6%	Shares	Sole	2021-11-03
2021-06-30	$339,158	5,605	+11.7%	Shares	Sole	2021-08-06
2021-03-31	$311,794	5,016	+7.6%	Shares	Sole	2021-05-07
2020-12-31	$286,448	4,663	+22.1%	Shares	Sole	2021-02-04
2020-09-30	$207,066	3,819	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.