PATTEN & PATTEN INC/TN

Position in SO — Southern Co

CIK 1044905 CHATTANOOGA, TN

Position in SO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,182,283

-$16,346 QoQ

Shares Held

22,801

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#730

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

PATTEN & PATTEN INC/TN holds $24,861,031 across 5 Utilities - Regulated Electric names. SO ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	138,243	$12,133,588
2	DUK	Duke Energy CORP	59,258	$7,500,877
3	D	Dominion Energy, Inc	41,149	$2,810,065
4	SO	Southern Co This page	22,801	$2,182,283
5	EXC	Exelon Corp	5,024	$234,218

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,182,283	22,801	+0.1%	Shares	Sole	2026-08-05
2026-03-31	$2,198,629	22,779	+9.3%	Shares	Sole	2026-05-01
2025-12-31	$1,816,724	20,834	-0.2%	Shares	Sole	2026-02-03
2025-09-30	$1,978,892	20,881	0.0%	Shares	Sole	2025-10-31
2025-06-30	$1,917,502	20,881	-0.4%	Shares	Sole	2025-07-28
2025-03-31	$1,927,915	20,967	+0.3%	Shares	Sole	2025-05-07
2024-12-31	$1,720,405	20,899	-0.2%	Shares	Sole	2025-02-10
2024-09-30	$1,887,918	20,935	-4.8%	Shares	Sole	2024-11-04
2024-06-30	$1,705,919	21,992	-0.5%	Shares	Sole	2024-08-13
2024-03-31	$1,584,880	22,092	+6.5%	Shares	Sole	2024-05-10
2023-12-31	$1,454,008	20,736	+0.7%	Shares	Sole	2024-01-23
2023-09-30	$1,332,325	20,586	+2.0%	Shares	Sole	2023-10-27
2023-06-30	$1,418,277	20,189	+2.5%	Shares	Sole	2023-07-14
2023-03-31	$1,370,795	19,701	+2.7%	Shares	Sole	2023-04-25
2022-12-31	$1,370,500	19,192	+0.2%	Shares	Sole	2023-02-01
2022-09-30	$1,302,948	19,161	+0.3%	Shares	Sole	2022-10-19
2022-06-30	$1,361,949	19,099	+0.0%	Shares	Sole	2022-08-02
2022-03-31	$1,384,288	19,091	+0.2%	Shares	Sole	2022-04-25
2021-12-31	$1,307,203	19,061	-3.9%	Shares	Sole	2022-01-26
2021-09-30	$1,229,360	19,838	+19.6%	Shares	Sole	2021-10-22
2021-06-30	$1,003,739	16,588	-18.7%	Shares	Sole	2021-07-13
2021-03-31	$1,268,188	20,402	-1.0%	Shares	Sole	2021-04-23
2020-12-31	$1,265,580	20,602	+4.3%	Shares	Sole	2021-01-19
2020-09-30	$1,070,953	19,752	+19.2%	Shares	Sole	2020-10-08
2020-06-30	$858,947	16,566	+0.5%	Shares	Sole	2020-07-21
2020-03-31	$892,822	16,491	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.