Cypress Capital Group

Position in SO — Southern Co

CIK 1341748 Palm Beach, FL

Position in SO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$814,492

+$314,229 QoQ

Shares Held

8,510

+64.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,131

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Cypress Capital Group holds $13,158,824 across 8 Utilities - Regulated Electric names. SO ranks #5 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	35,594	$4,505,488
2	AEP	American Electric Power Co Inc	28,153	$3,851,611
3	NEE	Nextera Energy Inc	18,921	$1,660,696
4	XEL	Xcel Energy Inc	14,055	$1,128,616
5	SO	Southern Co This page	8,510	$814,492
6	D	Dominion Energy, Inc	6,053	$413,359
7	LNT	Alliant Energy Corp	5,293	$403,802
8	ETR	Entergy Corp /De/	3,315	$380,760

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$814,492	8,510	+64.2%	Shares	Defined	2026-08-05
2026-03-31	$500,263	5,183	+19.3%	Shares	Defined	2026-05-15
2025-12-31	$378,796	4,344	0.0%	Shares	Defined	2026-02-11
2025-09-30	$411,680	4,344	-11.0%	Shares	Defined	2025-11-03
2025-06-30	$448,405	4,883	-7.9%	Shares	Defined	2025-07-25
2025-03-31	$487,335	5,300	-8.7%	Shares	Defined	2025-05-12
2024-12-31	$478,114	5,808	-35.2%	Shares	Defined	2025-02-06
2024-09-30	$808,734	8,968	+0.2%	Shares	Defined	2024-11-08
2024-06-30	$694,096	8,948	0.0%	Shares	Defined	2024-07-25
2024-03-31	$641,929	8,948	+2.8%	Shares	Defined	2024-05-08
2023-12-31	$610,254	8,703	-4.2%	Shares	Defined	2024-01-24
2023-09-30	$588,110	9,087	+3.4%	Shares	Defined	2023-11-02
2023-06-30	$617,286	8,787	+88.5%	Shares	Defined	2023-07-26
2023-03-31	$324,381	4,662	-3.1%	Shares	Defined	2023-05-04
2022-12-31	$343,624	4,812	0.0%	Shares	Defined	2023-02-14
2022-09-30	$327,216	4,812	-8.6%	Shares	Defined	2022-11-04
2022-06-30	$375,447	5,265	0.0%	Shares	Defined	2022-07-26
2022-03-31	$381,765	5,265	-51.1%	Shares	Defined	2022-05-16
2021-12-31	$738,195	10,764	+11.5%	Shares	Sole	2022-02-15
2021-09-30	$598,010	9,650	-4.4%	Shares	Sole	2021-10-12
2021-06-30	$610,908	10,096	-3.8%	Shares	Sole	2021-07-13
2021-03-31	$652,493	10,497	-6.5%	Shares	Sole	2021-04-14
2020-12-31	$689,735	11,228	-1.8%	Shares	Sole	2021-01-12
2020-09-30	$619,733	11,430	+18.5%	Shares	Sole	2020-10-08
2020-06-30	$499,936	9,642	+67.4%	Shares	Sole	2020-07-10
2020-03-31	$311,792	5,759	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.