NORRIS PERNE & FRENCH LLP/MI

Position in SO — Southern Co

CIK 1092290 GRAND RAPIDS, MI

Position in SO

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

Position Value

$903,119

-$25,982 QoQ

Shares Held

9,436

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,073

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

NORRIS PERNE & FRENCH LLP/MI holds $2,309,181 across 6 Utilities - Regulated Electric names. SO ranks #1 (39.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	9,436	$903,119
2	WEC	Wec Energy Group, Inc.	3,281	$383,122
3	DUK	Duke Energy CORP	2,444	$309,361
4	OGE	Oge Energy Corp.	5,280	$256,924
5	ED	Consolidated Edison Inc	2,237	$247,479
6	FE	Firstenergy Corp	4,400	$209,176

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$903,119	9,436	-2.0%	Shares	Sole	2026-07-21
2026-03-31	$929,101	9,626	-14.6%	Shares	Sole	2026-04-22
2025-12-31	$982,395	11,266	-1.5%	Shares	Sole	2026-01-23
2025-09-30	$1,083,600	11,434	+0.2%	Shares	Sole	2025-10-17
2025-06-30	$1,047,780	11,410	-0.0%	Shares	Sole	2025-07-17
2025-03-31	$1,049,425	11,413	-95.0%	Shares	Sole	2025-04-21
2024-12-31	$18,800,076	228,378	-0.9%	Shares	Sole	2025-01-23
2024-09-30	$20,792,441	230,566	-41.2%	Shares	Sole	2024-10-28
2024-06-30	$30,424,117	392,215	-0.2%	Shares	Sole	2024-07-24
2024-03-31	$28,199,702	393,082	+2.5%	Shares	Sole	2024-04-16
2023-12-31	$26,898,102	383,601	+21.4%	Shares	Sole	2024-01-22
2023-09-30	$20,454,820	316,051	+0.8%	Shares	Sole	2023-10-18
2023-06-30	$22,037,214	313,697	+2.0%	Shares	Sole	2023-07-19
2023-03-31	$21,400,024	307,560	+44.7%	Shares	Sole	2023-04-20
2022-12-31	$15,172,982	212,477	+2.1%	Shares	Sole	2023-01-24
2022-09-30	$14,145,088	208,016	+0.2%	Shares	Sole	2022-10-13
2022-06-30	$14,797,181	207,505	-0.8%	Shares	Sole	2022-08-11
2022-03-31	$15,162,421	209,108	-37.6%	Shares	Sole	2022-04-26
2021-12-31	$22,971,625	334,961	+2.1%	Shares	Sole	2022-01-26
2021-09-30	$20,326,345	328,003	+2.3%	Shares	Sole	2021-10-26
2021-06-30	$19,402,531	320,650	+1.6%	Shares	Sole	2021-07-20
2021-03-31	$19,613,966	315,540	-19.5%	Shares	Sole	2021-04-30
2020-12-31	$24,070,178	391,831	+10.4%	Shares	Sole	2021-01-27
2020-09-30	$19,246,256	354,966	+4.8%	Shares	Sole	2020-10-26
2020-06-30	$17,560,713	338,683	+4.6%	Shares	Sole	2020-07-23
2020-03-31	$17,529,340	323,778	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.