CHATHAM CAPITAL GROUP, INC.

Position in SO — Southern Co

CIK 1108969 SAVANNAH, GA

Position in SO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,241,262

-$24,983 QoQ

Shares Held

12,969

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#926

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CHATHAM CAPITAL GROUP, INC. holds $3,238,247 across 5 Utilities - Regulated Electric names. SO ranks #1 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	12,969	$1,241,262
2	LNT	Alliant Energy Corp	9,150	$698,053
3	NEE	Nextera Energy Inc	5,832	$511,874
4	ES	Eversource Energy	5,564	$402,110
5	CMS	Cms Energy Corp	5,032	$384,948

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,241,262	12,969	-1.1%	Shares	Sole	2026-07-13
2026-03-31	$1,266,245	13,119	0.0%	Shares	Sole	2026-04-21
2025-12-31	$1,143,976	13,119	-1.5%	Shares	Sole	2026-01-14
2025-09-30	$1,262,241	13,319	-6.8%	Shares	Sole	2025-10-15
2025-06-30	$1,312,618	14,294	0.0%	Shares	Sole	2025-07-17
2025-03-31	$1,314,333	14,294	0.0%	Shares	Sole	2025-04-10
2024-12-31	$1,176,682	14,294	0.0%	Shares	Sole	2025-02-07
2024-09-30	$1,289,032	14,294	+0.4%	Shares	Sole	2024-10-16
2024-06-30	$1,104,907	14,244	0.0%	Shares	Sole	2024-07-15
2024-03-31	$1,021,864	14,244	+0.4%	Shares	Sole	2024-04-18
2023-12-31	$995,213	14,193	0.0%	Shares	Sole	2024-01-19
2023-09-30	$918,570	14,193	0.0%	Shares	Sole	2023-10-26
2023-06-30	$997,058	14,193	0.0%	Shares	Sole	2023-07-14
2023-03-31	$987,548	14,193	0.0%	Shares	Sole	2023-04-24
2022-12-31	$1,013,522	14,193	0.0%	Shares	Sole	2023-02-01
2022-09-30	$965,124	14,193	-0.0%	Shares	Sole	2022-10-28
2022-06-30	$1,012,174	14,194	0.0%	Shares	Sole	2022-08-02
2022-03-31	$1,029,206	14,194	0.0%	Shares	Sole	2022-04-21
2021-12-31	$973,424	14,194	-2.7%	Shares	Sole	2022-02-02
2021-09-30	$904,390	14,594	-4.1%	Shares	Sole	2021-10-13
2021-06-30	$920,841	15,218	+0.2%	Shares	Sole	2021-07-28
2021-03-31	$944,459	15,194	0.0%	Shares	Sole	2021-04-29
2020-12-31	$933,367	15,194	+4.8%	Shares	Sole	2021-01-27
2020-09-30	$785,864	14,494	0.0%	Shares	Sole	2020-10-22
2020-06-30	$751,513	14,494	+0.2%	Shares	Sole	2020-07-20
2020-03-31	$782,972	14,462	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.