Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,065,377
-$32,283 QoQ
Shares Held
42,476
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#522
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BUCKHEAD CAPITAL MANAGEMENT LLC holds $4,267,778 across 2 Utilities - Regulated Electric names. SO ranks #1 (95.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
42,476 | $4,065,377 | |
| 2 | DUK |
Duke Energy CORP
|
1,599 | $202,401 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,065,377 | 42,476 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,097,660 | 42,454 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,752,739 | 43,036 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,038,718 | 42,616 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,874,675 | 42,194 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,952,383 | 64,735 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,216,947 | 63,374 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,731,930 | 63,561 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,973,245 | 64,113 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,215,442 | 58,760 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,031,198 | 57,490 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,543,096 | 54,745 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,484,233 | 120,772 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,566,480 | 123,117 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,807,995 | 123,344 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $8,482,184 | 124,738 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,898,560 | 124,787 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $9,164,466 | 126,389 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $8,282,406 | 120,770 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $7,862,133 | 126,870 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $7,812,143 | 129,105 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $8,022,431 | 129,061 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $7,994,438 | 130,139 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,990,205 | 128,923 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,697,153 | 129,164 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $6,840,426 | 126,347 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||