EDGAR LOMAX CO/VA

Position in SO — Southern Co

CIK 1013538 KINGSTOWNE, VA

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$39,351,645

-$3,896,071 QoQ

Shares Held

411,155

-8.2% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

2.95%

of 13F equity value

Holder Rank

#149

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Utilities · as of Jun 30, 2026

EDGAR LOMAX CO/VA holds $122,220,931 across 3 Utilities - Regulated Electric names. SO ranks #2 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	344,981	$43,667,694
2	SO	Southern Co This page	411,155	$39,351,645
3	NEE	Nextera Energy Inc	446,640	$39,201,592

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,351,645	411,155	-8.2%	Shares	Sole	2026-08-13
2026-03-31	$43,247,716	448,070	+86.2%	Shares	Sole	2026-05-12
2025-12-31	$20,988,604	240,695	-2.2%	Shares	Sole	2026-02-13
2025-09-30	$23,332,847	246,205	-22.7%	Shares	Sole	2025-11-12
2025-06-30	$29,262,088	318,655	-1.6%	Shares	Sole	2025-08-12
2025-03-31	$29,776,628	323,835	+61.1%	Shares	Sole	2025-05-14
2024-12-31	$16,547,966	201,020	-1.9%	Shares	Sole	2025-02-13
2024-09-30	$18,479,234	204,915	-1.5%	Shares	Sole	2024-11-14
2024-06-30	$16,145,031	208,135	-1.6%	Shares	Sole	2024-08-13
2024-03-31	$15,181,260	211,615	-50.8%	Shares	Sole	2024-05-14
2023-12-31	$30,134,911	429,762	-1.4%	Shares	Sole	2024-02-09
2023-09-30	$28,202,516	435,762	-1.8%	Shares	Sole	2023-11-14
2023-06-30	$31,170,065	443,702	-1.4%	Shares	Sole	2023-08-11
2023-03-31	$31,316,218	450,075	-10.0%	Shares	Sole	2023-05-15
2022-12-31	$35,693,931	499,845	-0.6%	Shares	Sole	2023-02-13
2022-09-30	$34,190,400	502,800	-1.1%	Shares	Sole	2022-11-14
2022-06-30	$36,264,343	508,545	+2.9%	Shares	Sole	2022-08-10
2022-03-31	$35,821,752	494,025	+33.0%	Shares	Sole	2022-05-13
2021-12-31	$25,467,868	371,360	-1.0%	Shares	Sole	2022-02-11
2021-09-30	$23,238,130	374,990	-2.0%	Shares	Sole	2021-11-12
2021-06-30	$23,153,848	382,645	-3.8%	Shares	Sole	2021-08-09
2021-03-31	$24,726,937	397,795	-35.7%	Shares	Sole	2021-05-14
2020-12-31	$38,007,355	618,710	-1.9%	Shares	Sole	2021-02-11
2020-09-30	$34,199,807	630,760	+4.3%	Shares	Sole	2020-11-13
2020-06-30	$31,346,436	604,560	+2.2%	Shares	Sole	2020-08-12
2020-03-31	$32,015,418	591,345	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.