MARCO INVESTMENT MANAGEMENT LLC

Position in SO — Southern Co

CIK 1080493 ATLANTA, GA

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$953,845

-$8,073 QoQ

Shares Held

9,966

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,045

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MARCO INVESTMENT MANAGEMENT LLC holds $6,661,304 across 5 Utilities - Regulated Electric names. SO ranks #2 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	34,215	$4,330,934
2	SO	Southern Co This page	9,966	$953,845
3	D	Dominion Energy, Inc	12,634	$862,775
4	AEP	American Electric Power Co Inc	2,007	$274,577
5	NEE	Nextera Energy Inc	2,725	$239,173

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$953,845	9,966	0.0%	Shares	Sole	2026-08-03
2026-03-31	$961,918	9,966	-0.2%	Shares	Sole	2026-05-08
2025-12-31	$870,779	9,986	-0.2%	Shares	Sole	2026-02-04
2025-09-30	$948,363	10,007	-2.2%	Shares	Sole	2025-11-04
2025-06-30	$939,788	10,234	+1.1%	Shares	Sole	2025-08-06
2025-03-31	$930,625	10,121	+0.2%	Shares	Sole	2025-05-07
2024-12-31	$831,678	10,103	-0.2%	Shares	Sole	2025-02-07
2024-09-30	$913,252	10,127	-0.1%	Shares	Sole	2024-11-12
2024-06-30	$786,171	10,135	-0.2%	Shares	Sole	2024-08-07
2024-03-31	$728,806	10,159	+0.2%	Shares	Sole	2024-05-09
2023-12-31	$710,806	10,137	+2.7%	Shares	Sole	2024-02-05
2023-09-30	$639,110	9,875	-12.3%	Shares	Sole	2023-11-07
2023-06-30	$790,734	11,256	-17.4%	Shares	Sole	2023-08-14
2023-03-31	$948,514	13,632	+1.5%	Shares	Sole	2023-05-11
2022-12-31	$959,250	13,433	+0.1%	Shares	Sole	2023-02-13
2022-09-30	$912,560	13,420	0.0%	Shares	Sole	2022-11-14
2022-06-30	$956,980	13,420	+35.3%	Shares	Sole	2022-08-05
2022-03-31	$719,299	9,920	0.0%	Shares	Sole	2022-05-11
2021-12-31	$680,313	9,920	+34.7%	Shares	Sole	2022-02-14
2021-09-30	$456,285	7,363	0.0%	Shares	Sole	2021-11-10
2021-06-30	$445,535	7,363	+0.5%	Shares	Sole	2021-08-11
2021-03-31	$455,197	7,323	0.0%	Shares	Sole	2021-05-06
2020-12-31	$449,851	7,323	+7.6%	Shares	Sole	2021-02-11
2020-09-30	$368,858	6,803	0.0%	Shares	Sole	2020-10-27
2020-06-30	$352,735	6,803	0.0%	Shares	Sole	2020-07-21
2020-03-31	$368,314	6,803	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.