MARIETTA INVESTMENT PARTNERS LLC

Position in SO — Southern Co

CIK 1114702 MILWAUKEE, WI

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,567,707

+$15,912 QoQ

Shares Held

26,828

+1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#666

of 2,354 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Utilities · as of Jun 30, 2026

MARIETTA INVESTMENT PARTNERS LLC holds $7,191,812 across 5 Utilities - Regulated Electric names. SO ranks #1 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	26,828	$2,567,707
2	LNT	Alliant Energy Corp	30,222	$2,305,636
3	D	Dominion Energy, Inc	18,884	$1,289,588
4	AEP	American Electric Power Co Inc	5,510	$753,823
5	EXC	Exelon Corp	5,900	$275,058

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,567,707	26,828	+1.5%	Shares	Sole	2026-08-12
2026-03-31	$2,551,795	26,438	+15.6%	Shares	Sole	2026-04-28
2025-12-31	$1,994,089	22,868	-42.1%	Shares	Sole	2026-02-10
2025-09-30	$3,743,604	39,502	+6.6%	Shares	Sole	2025-11-12
2025-06-30	$3,401,934	37,046	+69.2%	Shares	Sole	2025-08-12
2025-03-31	$2,013,153	21,894	+443.5%	Shares	Sole	2025-05-07
2024-12-31	$331,584	4,028	-55.5%	Shares	Sole	2025-02-11
2020-03-31	$490,508	9,060	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.