LATHROP INVESTMENT MANAGEMENT CO

Position in SO — Southern Co

CIK 1124841 LITTLE ROCK, AR

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$678,679

-$9,122 QoQ

Shares Held

7,091

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,232

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

LATHROP INVESTMENT MANAGEMENT CO holds $1,685,298 across 3 Utilities - Regulated Electric names. SO ranks #1 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	7,091	$678,679
2	ETR	Entergy Corp /De/	5,000	$574,300
3	AEP	American Electric Power Co Inc	3,160	$432,319

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$678,679	7,091	-0.5%	Shares	Sole	2026-08-10
2026-03-31	$687,801	7,126	0.0%	Shares	Sole	2026-05-12
2025-12-31	$621,387	7,126	0.0%	Shares	Sole	2026-02-09
2025-09-30	$675,331	7,126	0.0%	Shares	Sole	2025-11-12
2025-06-30	$654,380	7,126	0.0%	Shares	Sole	2025-08-04
2025-03-31	$655,235	7,126	+0.0%	Shares	Sole	2025-05-12
2024-12-31	$586,365	7,123	+0.2%	Shares	Sole	2025-02-14
2024-09-30	$640,999	7,108	+3.2%	Shares	Sole	2024-11-12
2024-06-30	$534,457	6,890	0.0%	Shares	Sole	2024-07-18
2024-03-31	$494,288	6,890	0.0%	Shares	Sole	2024-05-01
2023-12-31	$483,126	6,890	-5.4%	Shares	Sole	2024-02-05
2023-09-30	$471,291	7,282	-1.8%	Shares	Sole	2023-10-25
2023-06-30	$520,693	7,412	-0.5%	Shares	Sole	2023-08-02
2023-03-31	$518,510	7,452	0.0%	Shares	Sole	2023-04-20
2022-12-31	$532,147	7,452	+6.9%	Shares	Sole	2023-01-17
2022-09-30	$473,960	6,970	0.0%	Shares	Sole	2022-10-27
2022-06-30	$497,030	6,970	0.0%	Shares	Sole	2022-07-21
2022-03-31	$505,394	6,970	-1.4%	Shares	Sole	2022-04-19
2021-12-31	$484,860	7,070	0.0%	Shares	Sole	2022-01-31
2021-09-30	$438,127	7,070	-0.7%	Shares	Sole	2021-10-15
2021-06-30	$430,831	7,120	-6.3%	Shares	Sole	2021-07-21
2021-03-31	$472,416	7,600	+10.9%	Shares	Sole	2021-04-19
2020-12-31	$420,795	6,850	-10.5%	Shares	Sole	2021-01-26
2020-09-30	$414,783	7,650	0.0%	Shares	Sole	2020-10-19
2020-06-30	$396,652	7,650	-34.3%	Shares	Sole	2020-07-30
2020-03-31	$630,731	11,650	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.