WOODMONT INVESTMENT COUNSEL LLC

Position in SO — Southern Co

CIK 1133653 NASHVILLE, TN

Position in SO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,163,119

-$41,538 QoQ

Shares Held

33,049

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#598

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Jun 30, 2026

WOODMONT INVESTMENT COUNSEL LLC holds $24,992,884 across 4 Utilities - Regulated Electric names. SO ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	160,072	$20,261,913
2	SO	Southern Co This page	33,049	$3,163,119
3	NEE	Nextera Energy Inc	9,590	$841,714
4	PEG	Public Service Enterprise Group Inc	8,947	$726,138

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,163,119	33,049	-0.5%	Shares	Sole	2026-07-27
2026-03-31	$3,204,657	33,202	+0.8%	Shares	Sole	2026-05-05
2025-12-31	$2,872,193	32,938	-0.2%	Shares	Sole	2026-01-21
2025-09-30	$3,126,936	32,995	-0.3%	Shares	Sole	2025-11-04
2025-06-30	$3,039,664	33,101	-0.8%	Shares	Sole	2025-07-22
2025-03-31	$3,067,911	33,365	-6.4%	Shares	Sole	2025-04-22
2024-12-31	$2,935,201	35,656	-0.5%	Shares	Sole	2025-02-11
2024-09-30	$3,230,518	35,823	+0.5%	Shares	Sole	2024-10-31
2024-06-30	$2,765,758	35,655	-1.2%	Shares	Sole	2024-07-18
2024-03-31	$2,588,953	36,088	-1.8%	Shares	Sole	2024-04-18
2023-12-31	$2,576,349	36,742	-2.2%	Shares	Sole	2024-01-19
2023-09-30	$2,430,300	37,551	-2.1%	Shares	Sole	2023-10-24
2023-06-30	$2,693,806	38,346	-1.3%	Shares	Sole	2023-08-02
2023-03-31	$2,703,530	38,855	-5.3%	Shares	Sole	2023-05-09
2022-12-31	$2,930,880	41,043	+0.2%	Shares	Sole	2023-01-31
2022-09-30	$2,786,504	40,978	-0.4%	Shares	Sole	2022-11-08
2022-06-30	$2,934,620	41,153	-1.9%	Shares	Sole	2022-08-09
2022-03-31	$3,043,099	41,968	+23.2%	Shares	Sole	2022-05-12
2021-12-31	$2,336,726	34,073	-0.4%	Shares	Sole	2022-02-02
2021-09-30	$2,119,002	34,194	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$2,066,355	34,149	-7.0%	Shares	Sole	2021-08-16
2021-03-31	$2,282,763	36,724	+0.2%	Shares	Sole	2021-05-17
2020-12-31	$2,252,392	36,666	-0.8%	Shares	Sole	2021-02-16
2020-09-30	$2,004,133	36,963	+16.0%	Shares	Sole	2020-11-16
2020-06-30	$1,652,200	31,865	+5.7%	Shares	Sole	2020-08-14
2020-03-31	$1,632,266	30,149	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.