SHEETS SMITH WEALTH MANAGEMENT

Position in SO — Southern Co

CIK 1157436 WINSTON-SALEM, NC

Position in SO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,153,209

-$53,194 QoQ

Shares Held

12,049

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#962

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

SHEETS SMITH WEALTH MANAGEMENT holds $5,795,061 across 4 Utilities - Regulated Electric names. SO ranks #2 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	27,917	$3,533,733
2	SO	Southern Co This page	12,049	$1,153,209
3	NEE	Nextera Energy Inc	7,841	$688,204
4	D	Dominion Energy, Inc	6,149	$419,915

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,153,209	12,049	-3.6%	Shares	Sole	2026-07-13
2026-03-31	$1,206,403	12,499	-4.2%	Shares	Sole	2026-04-16
2025-12-31	$1,137,872	13,049	-0.9%	Shares	Sole	2026-01-20
2025-09-30	$1,247,647	13,165	-0.8%	Shares	Sole	2025-10-16
2025-06-30	$1,218,767	13,272	+0.3%	Shares	Sole	2025-07-15
2025-03-31	$1,216,222	13,227	-3.6%	Shares	Sole	2025-04-23
2024-12-31	$1,129,595	13,722	+0.4%	Shares	Sole	2025-01-17
2024-09-30	$1,232,940	13,672	-0.8%	Shares	Sole	2024-11-01
2024-06-30	$1,069,612	13,789	-4.5%	Shares	Sole	2024-07-30
2024-03-31	$1,035,997	14,441	+0.6%	Shares	Sole	2024-05-08
2023-12-31	$1,006,853	14,359	-4.5%	Shares	Sole	2024-02-06
2023-09-30	$973,582	15,043	+2.1%	Shares	Sole	2023-10-23
2023-06-30	$1,035,485	14,740	-1.2%	Shares	Sole	2023-08-09
2023-03-31	$1,037,855	14,916	-4.2%	Shares	Sole	2023-05-26
2022-12-31	$1,111,496	15,565	+3.5%	Shares	Sole	2023-03-08
2022-09-30	$1,022,244	15,033	-2.6%	Shares	Sole	2022-11-01
2022-06-30	$1,100,669	15,435	-17.5%	Shares	Sole	2022-07-27
2022-03-31	$1,356,299	18,705	-4.9%	Shares	Sole	2022-05-02
2021-12-31	$1,349,174	19,673	+0.1%	Shares	Sole	2022-01-20
2021-09-30	$1,217,524	19,647	-4.2%	Shares	Sole	2021-10-15
2021-06-30	$1,240,939	20,508	-1.3%	Shares	Sole	2021-08-03
2021-03-31	$1,291,374	20,775	+0.7%	Shares	Sole	2021-04-23
2020-12-31	$1,266,809	20,622	-3.7%	Shares	Sole	2021-01-13
2020-09-30	$1,161,609	21,424	+4.3%	Shares	Sole	2020-10-26
2020-06-30	$1,065,465	20,549	+14.3%	Shares	Sole	2020-07-17
2020-03-31	$973,707	17,985	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.