PETTYJOHN, WOOD & WHITE, INC

Position in SO — Southern Co

CIK 1128213 LYNCHBURG, VA

Position in SO

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

Position Value

$3,168,575

-$14,654 QoQ

Shares Held

33,106

+0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#596

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

PETTYJOHN, WOOD & WHITE, INC holds $7,241,320 across 5 Utilities - Regulated Electric names. SO ranks #1 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	33,106	$3,168,575
2	DUK	Duke Energy CORP	14,537	$1,840,093
3	D	Dominion Energy, Inc	14,551	$993,687
4	AEP	American Electric Power Co Inc	5,960	$815,387
5	NEE	Nextera Energy Inc	4,826	$423,578

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,168,575	33,106	+0.4%	Shares	Sole	2026-08-12
2026-03-31	$3,183,229	32,980	-0.1%	Shares	Sole	2026-05-15
2025-12-31	$2,879,867	33,026	+2.2%	Shares	Sole	2026-02-11
2025-09-30	$3,062,492	32,315	+1.0%	Shares	Sole	2025-11-13
2025-06-30	$2,939,478	32,010	-0.4%	Shares	Sole	2025-08-12
2025-03-31	$2,955,732	32,145	-2.6%	Shares	Sole	2025-05-08
2024-12-31	$2,716,230	32,996	-5.1%	Shares	Sole	2025-02-05
2024-09-30	$3,136,460	34,780	-3.4%	Shares	Sole	2024-11-12
2024-06-30	$2,792,520	36,000	-2.3%	Shares	Sole	2024-08-14
2024-03-31	$2,642,542	36,835	-5.3%	Shares	Sole	2024-05-08
2023-12-31	$2,728,369	38,910	-3.8%	Shares	Sole	2024-02-14
2023-09-30	$2,616,629	40,430	-1.5%	Shares	Sole	2023-11-14
2023-06-30	$2,883,411	41,045	-0.8%	Shares	Sole	2023-08-10
2023-03-31	$2,878,594	41,371	-0.8%	Shares	Sole	2023-04-25
2022-12-31	$2,978,154	41,705	-0.7%	Shares	Sole	2023-02-02
2022-09-30	$2,856,340	42,005	-4.6%	Shares	Sole	2022-10-28
2022-06-30	$3,139,280	44,023	-0.4%	Shares	Sole	2022-08-08
2022-03-31	$3,205,159	44,203	-4.4%	Shares	Sole	2022-04-22
2021-12-31	$3,171,139	46,240	-2.0%	Shares	Sole	2022-02-04
2021-09-30	$2,923,744	47,180	-0.3%	Shares	Sole	2021-11-08
2021-06-30	$2,862,425	47,305	-3.3%	Shares	Sole	2021-08-03
2021-03-31	$3,039,934	48,905	-0.0%	Shares	Sole	2021-05-10
2020-12-31	$3,005,155	48,920	-2.1%	Shares	Sole	2021-02-04
2020-09-30	$2,710,403	49,989	-1.2%	Shares	Sole	2020-10-26
2020-06-30	$2,623,350	50,595	-0.6%	Shares	Sole	2020-08-04
2020-03-31	$2,755,455	50,895	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.