Bragg Financial Advisors, Inc

Position in SO — Southern Co

CIK 1327055 CHARLOTTE, NC

Position in SO

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

Position Value

$14,195,324

+$62,480 QoQ

Shares Held

148,316

+1.3% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#265

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

Bragg Financial Advisors, Inc holds $30,256,008 across 5 Utilities - Regulated Electric names. SO ranks #1 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	148,316	$14,195,324
2	NEE	Nextera Energy Inc	103,969	$9,125,359
3	DUK	Duke Energy CORP	35,710	$4,520,171
4	EXC	Exelon Corp	37,258	$1,736,967
5	D	Dominion Energy, Inc	9,931	$678,187

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,195,324	148,316	+1.3%	Shares	Sole	2026-08-12
2026-03-31	$14,132,844	146,424	+0.9%	Shares	Sole	2026-05-15
2025-12-31	$12,655,859	145,136	-0.9%	Shares	Sole	2026-02-13
2025-09-30	$13,880,203	146,462	-2.5%	Shares	Sole	2025-11-13
2025-06-30	$13,793,967	150,212	-0.5%	Shares	Sole	2025-08-14
2025-03-31	$13,882,151	150,975	+0.8%	Shares	Sole	2025-05-14
2024-12-31	$12,325,279	149,724	-0.1%	Shares	Sole	2025-02-13
2024-09-30	$13,515,186	149,869	+1.1%	Shares	Sole	2024-11-14
2024-06-30	$11,496,959	148,214	+0.6%	Shares	Sole	2024-08-15
2024-03-31	$10,564,360	147,259	+1.8%	Shares	Sole	2024-05-14
2023-12-31	$10,138,720	144,591	+2.3%	Shares	Sole	2024-02-14
2023-09-30	$9,150,890	141,392	+2.3%	Shares	Sole	2023-11-14
2023-06-30	$9,709,041	138,207	+5.7%	Shares	Sole	2023-08-15
2023-03-31	$9,099,533	130,778	+3.7%	Shares	Sole	2023-05-15
2022-12-31	$9,009,085	126,160	+10.9%	Shares	Sole	2023-02-15
2022-09-30	$7,732,688	113,716	+5.0%	Shares	Sole	2022-11-14
2022-06-30	$7,720,163	108,262	+4.4%	Shares	Sole	2022-08-15
2022-03-31	$7,521,172	103,726	-5.6%	Shares	Sole	2022-05-11
2021-12-31	$7,533,238	109,846	0.0%	Shares	Sole	2022-02-14
2021-09-30	$6,807,156	109,846	-3.3%	Shares	Sole	2021-11-15
2021-06-30	$6,876,537	113,643	-3.1%	Shares	Sole	2021-08-16
2021-03-31	$7,289,378	117,268	-9.2%	Shares	Sole	2021-05-14
2020-12-31	$7,931,595	129,116	+0.3%	Shares	Sole	2021-02-11
2020-09-30	$6,976,650	128,673	+1.0%	Shares	Sole	2020-11-13
2020-06-30	$6,603,045	127,349	-3.6%	Shares	Sole	2020-08-14
2020-03-31	$7,155,521	132,167	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.