Hodges Capital Management Inc.

Position in SO — Southern Co

CIK 1337263 DALLAS, TX

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$323,021

-$99,254 QoQ

Shares Held

3,375

-22.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,667

of 2,360 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Hodges Capital Management Inc. holds $4,191,742 across 4 Utilities - Regulated Electric names. SO ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	16,404	$2,244,231
2	XEL	Xcel Energy Inc	11,015	$884,504
3	DUK	Duke Energy CORP	5,846	$739,986
4	SO	Southern Co This page	3,375	$323,021

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,021	3,375	-22.9%	Shares	Sole	2026-08-03
2026-03-31	$422,275	4,375	+17.4%	Shares	Sole	2026-04-28
2025-12-31	$324,820	3,725	-12.4%	Shares	Sole	2026-02-11
2025-09-30	$402,772	4,250	0.0%	Shares	Sole	2025-11-07
2025-06-30	$390,277	4,250	+2.4%	Shares	Sole	2025-08-07
2025-03-31	$381,592	4,150	-1.2%	Shares	Sole	2025-06-02
2024-12-31	$345,744	4,200	0.0%	Shares	Sole	2025-01-24
2024-09-30	$378,756	4,200	-89.5%	Shares	Sole	2024-11-15
2024-06-30	$3,104,196	40,018	—	Shares	Sole	2024-08-02
2023-06-30	$263	0	-100.0%	Shares	Sole	2023-08-07
2023-03-31	$279,085	4,011	-14.1%	Shares	Sole	2023-05-15
2022-12-31	$333,484	4,670	0.0%	Shares	Sole	2023-02-03
2022-09-30	$317,560	4,670	-11.4%	Shares	Sole	2022-10-21
2022-06-30	$375,803	5,270	+30.1%	Shares	Sole	2022-07-28
2022-03-31	$293,665	4,050	-10.5%	Shares	Sole	2022-05-12
2021-12-31	$310,255	4,524	-2.8%	Shares	Sole	2022-02-07
2021-09-30	$288,346	4,653	+34.9%	Shares	Sole	2021-10-06
2021-06-30	$208,759	3,450	+1.2%	Shares	Sole	2021-07-06
2021-03-31	$211,965	3,410	-12.8%	Shares	Sole	2021-04-07
2020-12-31	$240,191	3,910	-2.5%	Shares	Sole	2021-02-01
2020-09-30	$217,422	4,010	0.0%	Shares	Sole	2020-10-15
2020-06-30	$207,918	4,010	0.0%	Shares	Sole	2020-07-22
2020-03-31	$217,101	4,010	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.