Aldebaran Financial Inc.

Position in SO — Southern Co

CIK 1353110 KINGSPORT, TN

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$244,060

-$2,066 QoQ

Shares Held

2,550

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,900

of 2,360 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Aldebaran Financial Inc. holds $914,603 across 3 Utilities - Regulated Electric names. SO ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	3,460	$437,966
2	SO	Southern Co This page	2,550	$244,060
3	AEP	American Electric Power Co Inc	1,700	$232,577

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,060	2,550	0.0%	Shares	Sole	2026-08-13
2026-03-31	$246,126	2,550	0.0%	Shares	Sole	2026-05-14
2025-12-31	$222,360	2,550	+8.5%	Shares	Sole	2026-01-23
2025-09-30	$222,709	2,350	-4.1%	Shares	Sole	2025-11-19
2025-06-30	$224,983	2,450	0.0%	Shares	Sole	2025-08-14
2025-03-31	$225,277	2,450	-29.0%	Shares	Sole	2025-05-08
2024-09-30	$311,121	3,450	0.0%	Shares	Sole	2024-11-21
2024-06-30	$267,616	3,450	-10.8%	Shares	Sole	2024-08-22
2024-03-31	$277,418	3,867	-11.4%	Shares	Sole	2024-05-13
2023-12-31	$306,214	4,367	-10.3%	Shares	Sole	2024-02-01
2023-09-30	$314,992	4,867	-18.4%	Shares	Sole	2023-11-06
2023-06-30	$419,181	5,967	-5.2%	Shares	Sole	2023-07-25
2023-03-31	$437,797	6,292	-2.7%	Shares	Sole	2023-04-24
2022-12-31	$461,808	6,467	0.0%	Shares	Sole	2023-03-06
2022-09-30	$439,756	6,467	-1.0%	Shares	Sole	2022-11-14
2022-06-30	$465,868	6,533	0.0%	Shares	Sole	2022-08-01
2022-03-31	$473,707	6,533	-4.6%	Shares	Sole	2022-04-18
2021-12-31	$469,773	6,850	0.0%	Shares	Sole	2022-02-16
2021-09-30	$424,494	6,850	0.0%	Shares	Sole	2021-10-21
2021-06-30	$414,493	6,850	0.0%	Shares	Sole	2021-07-16
2021-03-31	$425,796	6,850	-5.5%	Shares	Sole	2021-05-03
2020-12-31	$445,367	7,250	-1.4%	Shares	Sole	2021-02-05
2020-09-30	$398,517	7,350	-16.8%	Shares	Sole	2020-10-19
2020-06-30	$457,783	8,829	0.0%	Shares	Sole	2020-07-20
2020-03-31	$478,002	8,829	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.