CIM INVESTMENT MANAGEMENT INC

Position in SO — Southern Co

CIK 1179791 PITTSBURGH, PA

Position in SO

as of Mar 31, 2026 · filed May 19, 2026 Compact

Position Value

$461,655

+$42,747 QoQ

Shares Held

4,783

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

CIM INVESTMENT MANAGEMENT INC holds $880,793 across 2 Utilities - Regulated Electric names. SO ranks #1 (52.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co This page	4,783	$461,655
2	DUK	Duke Energy CORP	3,201	$419,138

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$461,655	4,783	-0.4%	Shares	Sole	2026-05-19
2025-12-31	$418,908	4,804	0.0%	Shares	Sole	2026-02-17
2025-09-30	$455,275	4,804	-0.9%	Shares	Sole	2025-11-18
2025-06-30	$445,375	4,850	-0.4%	Shares	Sole	2025-08-22
2025-03-31	$447,796	4,870	-0.1%	Shares	Sole	2025-06-02
2024-12-31	$401,227	4,874	-0.7%	Shares	Sole	2025-02-13
2024-09-30	$442,603	4,908	-3.1%	Shares	Sole	2024-11-25
2024-06-30	$392,736	5,063	-1.0%	Shares	Sole	2024-08-15
2024-03-31	$366,878	5,114	0.0%	Shares	Sole	2024-05-07
2023-12-31	$358,593	5,114	0.0%	Shares	Sole	2024-02-16
2023-09-30	$330,978	5,114	-2.1%	Shares	Sole	2023-11-14
2023-06-30	$366,986	5,224	+0.2%	Shares	Sole	2023-08-09
2023-03-31	$362,790	5,214	-39.6%	Shares	Sole	2023-05-16
2021-03-31	$536,192	8,626	-3.7%	Shares	Sole	2021-05-20
2020-12-31	$550,289	8,958	-1.6%	Shares	Sole	2021-02-17
2020-09-30	$493,618	9,104	-1.1%	Shares	Sole	2020-11-16
2020-06-30	$477,175	9,203	0.0%	Shares	Sole	2020-08-14
2020-03-31	$498,250	9,203	—	Shares	Sole	2020-05-22
No filing history on record for this holder in this stock.