D L CARLSON INVESTMENT GROUP INC

Position in SO — Southern Co

CIK 1021117 CONCORD, NH

Position in SO

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

Position Value

$4,443,815

+$2,064,018 QoQ

Shares Held

46,430

+88.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#503

of 2,360 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Utilities · as of Jun 30, 2026

D L CARLSON INVESTMENT GROUP INC holds $7,953,594 across 5 Utilities - Regulated Electric names. SO ranks #1 (55.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	46,430	$4,443,815
2	CNP	Centerpoint Energy Inc	55,063	$2,424,974
3	NEE	Nextera Energy Inc	5,146	$451,664
4	LNT	Alliant Energy Corp	4,266	$325,453
5	WEC	Wec Energy Group, Inc.	2,635	$307,688

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,443,815	46,430	+88.3%	Shares	Sole	2026-08-11
2026-03-31	$2,379,797	24,656	+1.5%	Shares	Sole	2026-05-13
2025-12-31	$2,119,047	24,301	+1.9%	Shares	Sole	2026-02-17
2025-09-30	$2,260,264	23,850	+0.8%	Shares	Sole	2025-11-14
2025-06-30	$2,173,616	23,670	+4.0%	Shares	Sole	2025-08-13
2025-03-31	$2,092,230	22,754	-2.6%	Shares	Sole	2025-05-14
2024-12-31	$1,923,571	23,367	-0.2%	Shares	Sole	2025-02-12
2024-09-30	$2,111,745	23,417	+2.7%	Shares	Sole	2024-11-13
2024-06-30	$1,767,975	22,792	+56.1%	Shares	Sole	2024-08-14
2024-03-31	$1,047,260	14,598	-3.4%	Shares	Sole	2024-05-14
2023-12-31	$1,059,443	15,109	-46.2%	Shares	Sole	2024-02-16
2023-09-30	$1,815,978	28,059	-28.9%	Shares	Sole	2023-11-02
2023-06-30	$2,773,680	39,483	+3.4%	Shares	Sole	2023-08-09
2023-03-31	$2,657,121	38,188	-13.6%	Shares	Sole	2023-05-17
2022-12-31	$3,157,535	44,217	-6.2%	Shares	Sole	2023-02-13
2022-09-30	$3,204,364	47,123	+0.8%	Shares	Sole	2022-11-18
2022-06-30	$3,332,958	46,739	+3.0%	Shares	Sole	2022-08-10
2022-03-31	$3,289,053	45,360	+0.5%	Shares	Sole	2022-05-12
2021-12-31	$3,096,181	45,147	+0.4%	Shares	Sole	2022-02-14
2021-09-30	$2,787,224	44,977	+1.0%	Shares	Sole	2021-11-05
2021-06-30	$2,693,905	44,520	+1.2%	Shares	Sole	2021-08-12
2021-03-31	$2,733,361	43,973	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.