SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI

Position in SO — Southern Co

CIK 1033974 NEENAH, WI

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Position in SO

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

Position Value

$6,162,766

-$35,844 QoQ

Shares Held

64,390

+0.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#436

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI holds $26,047,675 across 4 Utilities - Regulated Electric names. SO ranks #3 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	139,420	$12,050,070
2	DUK	Duke Energy CORP	57,544	$7,283,919
3	SO	Southern Co This page	64,390	$6,162,766
4	WEC	Wec Energy Group, Inc.	4,718	$550,920

All Filings in SO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,162,766	64,390	+0.3%	Shares	Sole	2026-07-21
2026-03-31	$6,198,610	64,221	+1.4%	Shares	Sole	2026-04-28
2025-12-31	$5,520,632	63,310	+0.5%	Shares	Sole	2026-01-12
2025-09-30	$5,970,604	63,001	-0.3%	Shares	Sole	2025-10-20
2025-06-30	$5,803,288	63,196	-0.8%	Shares	Sole	2025-07-30
2025-03-31	$5,857,766	63,706	-0.3%	Shares	Sole	2025-04-17
2024-12-31	$5,260,741	63,906	+1.6%	Shares	Sole	2025-02-07
2024-09-30	$5,672,863	62,906	+1.1%	Shares	Sole	2024-10-18
2024-06-30	$4,824,776	62,199	-10.5%	Shares	Sole	2024-08-07
2024-03-31	$4,987,293	69,519	-2.6%	Shares	Sole	2024-04-29
2023-12-31	$5,003,693	71,359	-8.3%	Shares	Sole	2024-02-07
2023-09-30	$5,034,892	77,795	-0.5%	Shares	Sole	2023-10-11
2023-06-30	$5,493,198	78,195	+0.3%	Shares	Sole	2023-07-17
2023-03-31	$5,424,804	77,965	-0.6%	Shares	Sole	2023-05-01
2022-12-31	$5,601,400	78,440	+17.6%	Shares	Sole	2023-02-08
2022-09-30	$4,536,280	66,710	+0.0%	Shares	Sole	2022-10-17
2022-06-30	$4,754,950	66,680	-1.4%	Shares	Sole	2022-08-04
2022-03-31	$4,903,923	67,631	+4.8%	Shares	Sole	2022-04-29
2021-12-31	$4,423,821	64,506	+0.5%	Shares	Sole	2022-02-10
2021-09-30	$3,976,986	64,176	+0.0%	Shares	Sole	2021-10-27
2021-06-30	$3,882,261	64,159	+0.2%	Shares	Sole	2021-07-29
2021-03-31	$3,979,794	64,025	-0.8%	Shares	Sole	2021-04-20
2020-12-31	$3,963,770	64,525	-6.1%	Shares	Sole	2021-02-11
2020-09-30	$3,726,540	68,730	+2.7%	Shares	Sole	2020-11-05
2020-06-30	$3,470,839	66,940	+1.0%	Shares	Sole	2020-07-30
2020-03-31	$3,587,587	66,265	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.