HOLDERNESS INVESTMENTS CO

Position in SO — Southern Co

CIK 1184820 GREENSBORO, NC

Position in SO

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

Position Value

$2,686,771

-$42,332 QoQ

Shares Held

28,072

-0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#651

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

HOLDERNESS INVESTMENTS CO holds $13,015,780 across 8 Utilities - Regulated Electric names. SO ranks #2 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	41,566	$5,261,424
2	SO	Southern Co This page	28,072	$2,686,771
3	FE	Firstenergy Corp	38,641	$1,836,993
4	NEE	Nextera Energy Inc	10,689	$938,173
5	D	Dominion Energy, Inc	12,556	$857,449
6	ES	Eversource Energy	9,335	$674,640
7	AEP	American Electric Power Co Inc	3,071	$420,143
8	ED	Consolidated Edison Inc	3,075	$340,187

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,686,771	28,072	-0.7%	Shares	Sole	2026-08-12
2026-03-31	$2,729,103	28,275	-0.8%	Shares	Sole	2026-05-12
2025-12-31	$2,485,112	28,499	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$2,698,386	28,473	-4.6%	Shares	Sole	2025-11-12
2025-06-30	$2,740,666	29,845	-2.8%	Shares	Sole	2025-08-12
2025-03-31	$2,823,324	30,705	-0.8%	Shares	Sole	2025-05-13
2024-12-31	$2,547,886	30,951	-0.2%	Shares	Sole	2025-02-11
2024-09-30	$2,797,383	31,020	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$2,400,791	30,950	-0.0%	Shares	Sole	2024-08-13
2024-03-31	$2,220,855	30,957	-0.8%	Shares	Sole	2024-05-13
2023-12-31	$2,187,744	31,200	+33.5%	Shares	Sole	2024-02-13
2023-09-30	$1,512,053	23,363	+0.0%	Shares	Sole	2023-11-15
2023-06-30	$1,641,040	23,360	+0.3%	Shares	Sole	2023-08-15
2023-03-31	$1,621,074	23,298	-1.1%	Shares	Sole	2023-05-12
2022-12-31	$1,681,562	23,548	-2.0%	Shares	Sole	2023-02-13
2022-09-30	$1,633,360	24,020	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$1,714,791	24,047	-1.5%	Shares	Sole	2022-08-15
2022-03-31	$1,770,911	24,423	+10.8%	Shares	Sole	2022-05-12
2021-12-31	$1,511,777	22,044	+0.4%	Shares	Sole	2022-02-09
2021-09-30	$1,360,179	21,949	-12.9%	Shares	Sole	2021-11-12
2021-06-30	$1,525,033	25,203	-0.9%	Shares	Sole	2021-08-09
2021-03-31	$1,580,542	25,427	+11.3%	Shares	Sole	2021-05-11
2020-12-31	$1,403,614	22,849	-4.2%	Shares	Sole	2021-02-05
2020-09-30	$1,292,550	23,839	-12.0%	Shares	Sole	2020-11-09
2020-06-30	$1,404,564	27,089	+4.5%	Shares	Sole	2020-08-13
2020-03-31	$1,403,633	25,926	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.