SIGMA INVESTMENT COUNSELORS INC

Position in SO — Southern Co

CIK 1085163 NORTHVILLE, MI

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$491,279

+$25,860 QoQ

Shares Held

5,133

+6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,414

of 2,360 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

SIGMA INVESTMENT COUNSELORS INC holds $7,587,970 across 6 Utilities - Regulated Electric names. SO ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	55,239	$4,848,327
2	DTE	Dte Energy Co	7,126	$1,085,788
3	ETR	Entergy Corp /De/	4,709	$540,875
4	SO	Southern Co This page	5,133	$491,279
5	DUK	Duke Energy CORP	2,550	$322,779
6	ED	Consolidated Edison Inc	2,702	$298,922

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,279	5,133	+6.4%	Shares	Sole	2026-07-28
2026-03-31	$465,419	4,822	+0.1%	Shares	Sole	2026-04-29
2025-12-31	$420,129	4,818	+0.2%	Shares	Sole	2026-02-03
2025-09-30	$455,654	4,808	-6.3%	Shares	Sole	2025-10-29
2025-06-30	$471,087	5,130	-0.9%	Shares	Sole	2025-07-29
2025-03-31	$476,025	5,177	+1.3%	Shares	Sole	2025-04-30
2024-12-31	$420,572	5,109	+0.2%	Shares	Sole	2025-02-04
2024-09-30	$459,827	5,099	+0.2%	Shares	Sole	2024-10-23
2024-06-30	$394,753	5,089	+0.2%	Shares	Sole	2024-07-25
2024-03-31	$364,295	5,078	+0.2%	Shares	Sole	2024-04-25
2023-12-31	$355,227	5,066	+0.2%	Shares	Sole	2024-01-22
2023-09-30	$327,159	5,055	+0.3%	Shares	Sole	2023-10-24
2023-06-30	$354,200	5,042	-10.6%	Shares	Sole	2023-07-21
2023-03-31	$392,431	5,640	+12.4%	Shares	Sole	2023-04-28
2022-12-31	$358,335	5,018	+0.2%	Shares	Sole	2023-01-27
2022-09-30	$340,476	5,007	+0.2%	Shares	Sole	2022-10-24
2022-06-30	$356,336	4,997	+0.2%	Shares	Sole	2022-07-15
2022-03-31	$361,607	4,987	-2.4%	Shares	Sole	2022-04-20
2021-12-31	$350,306	5,108	+2.9%	Shares	Sole	2022-02-08
2021-09-30	$307,619	4,964	+0.2%	Shares	Sole	2021-11-05
2021-06-30	$299,766	4,954	+0.2%	Shares	Sole	2021-08-04
2021-03-31	$307,256	4,943	+0.2%	Shares	Sole	2021-04-30
2020-12-31	$302,911	4,931	+0.4%	Shares	Sole	2021-02-04
2020-06-30	$254,635	4,911	+0.2%	Shares	Sole	2020-07-31
2020-03-31	$265,394	4,902	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.