ROBERTS GLORE & CO INC /IL/

Position in SO — Southern Co

CIK 1017115 DEERFIELD, IL

Position in SO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$739,551

-$6,259 QoQ

Shares Held

7,727

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,188

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

ROBERTS GLORE & CO INC /IL/ holds $3,663,295 across 4 Utilities - Regulated Electric names. SO ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	18,220	$2,092,749
2	SO	Southern Co This page	7,727	$739,551
3	DUK	Duke Energy CORP	4,817	$609,735
4	ED	Consolidated Edison Inc	2,000	$221,260

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$739,551	7,727	0.0%	Shares	Sole	2026-08-11
2026-03-31	$745,810	7,727	-3.1%	Shares	Sole	2026-05-04
2025-12-31	$695,594	7,977	0.0%	Shares	Sole	2026-02-05
2025-09-30	$755,980	7,977	-1.8%	Shares	Sole	2025-11-12
2025-06-30	$746,302	8,127	-5.2%	Shares	Sole	2025-08-07
2025-03-31	$788,655	8,577	0.0%	Shares	Sole	2025-05-09
2024-12-31	$706,058	8,577	0.0%	Shares	Sole	2025-02-07
2024-09-30	$773,473	8,577	-1.7%	Shares	Sole	2024-11-14
2024-06-30	$676,953	8,727	-1.8%	Shares	Sole	2024-08-14
2024-03-31	$637,768	8,890	-1.1%	Shares	Sole	2024-05-09
2023-12-31	$630,378	8,990	0.0%	Shares	Sole	2024-02-12
2023-09-30	$581,832	8,990	0.0%	Shares	Sole	2023-11-13
2023-06-30	$631,547	8,990	-2.4%	Shares	Sole	2023-08-14
2023-03-31	$641,110	9,214	-1.1%	Shares	Sole	2023-05-08
2022-12-31	$665,112	9,314	-4.0%	Shares	Sole	2023-02-13
2022-09-30	$659,872	9,704	-4.5%	Shares	Sole	2022-11-07
2022-06-30	$724,794	10,164	-0.2%	Shares	Sole	2022-08-11
2022-03-31	$738,804	10,189	-5.4%	Shares	Sole	2022-05-02
2021-12-31	$738,812	10,773	0.0%	Shares	Sole	2022-02-11
2021-09-30	$667,602	10,773	-0.6%	Shares	Sole	2021-11-12
2021-06-30	$655,504	10,833	-2.4%	Shares	Sole	2021-08-10
2021-03-31	$689,727	11,096	0.0%	Shares	Sole	2021-05-06
2020-12-31	$681,627	11,096	-2.2%	Shares	Sole	2021-02-09
2020-09-30	$615,180	11,346	+0.9%	Shares	Sole	2020-11-06
2020-06-30	$583,105	11,246	-0.0%	Shares	Sole	2020-08-13
2020-03-31	$609,129	11,251	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.