Orange Investment Advisors, Inc.

Position in SO — Southern Co

CIK 943442 GOSHEN, NY

Position in SO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,735,509

-$51,076 QoQ

Shares Held

18,133

-2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#809

of 2,356 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Orange Investment Advisors, Inc. holds $9,652,819 across 4 Utilities - Regulated Electric names. SO ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	33,777	$4,275,492
2	NEE	Nextera Energy Inc	38,900	$3,414,253
3	SO	Southern Co This page	18,133	$1,735,509
4	ED	Consolidated Edison Inc	2,057	$227,565

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,735,509	18,133	-2.0%	Shares	Sole	2026-07-21
2026-03-31	$1,786,585	18,510	-2.6%	Shares	Sole	2026-04-22
2025-12-31	$1,656,800	19,000	-5.9%	Shares	Sole	2026-02-06
2025-09-30	$1,913,406	20,190	0.0%	Shares	Sole	2025-10-16
2025-06-30	$1,854,047	20,190	0.0%	Shares	Sole	2025-07-21
2025-03-31	$1,856,470	20,190	-0.4%	Shares	Sole	2025-04-11
2024-12-31	$1,669,449	20,280	0.0%	Shares	Sole	2025-01-10
2024-09-30	$1,828,850	20,280	-6.3%	Shares	Sole	2024-10-25
2024-06-30	$1,679,700	21,654	+0.7%	Shares	Sole	2024-07-02
2024-03-31	$1,542,696	21,504	-0.7%	Shares	Sole	2024-04-12
2023-12-31	$1,518,378	21,654	+19.4%	Shares	Sole	2024-01-12
2023-09-30	$1,173,373	18,130	+0.2%	Shares	Sole	2023-10-27
2023-06-30	$1,271,033	18,093	-0.3%	Shares	Sole	2023-07-17
2023-03-31	$1,262,389	18,143	+2.3%	Shares	Sole	2023-04-06
2022-12-31	$1,266,099	17,730	-3.5%	Shares	Sole	2023-02-01
2022-09-30	$1,249,160	18,370	—	Shares	Sole	2022-10-11
No filing history on record for this holder in this stock.