MARATHON CAPITAL MANAGEMENT

Position in SO — Southern Co

CIK 1213206 Hunt Valley, MD

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$599,623

+$15,677 QoQ

Shares Held

6,265

+3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,305

of 2,360 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Utilities · as of Jun 30, 2026

MARATHON CAPITAL MANAGEMENT holds $1,370,800 across 3 Utilities - Regulated Electric names. SO ranks #1 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	6,265	$599,623
2	DUK	Duke Energy CORP	4,110	$520,243
3	NEE	Nextera Energy Inc	2,859	$250,934

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$599,623	6,265	+3.6%	Shares	Sole	2026-07-22
2026-03-31	$583,946	6,050	-8.3%	Shares	Sole	2026-05-14
2025-12-31	$575,520	6,600	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.