Liberty Capital Management, Inc.

Position in SO — Southern Co

CIK 1366838 BIRMINGHAM, MI

Position in SO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$262,628

+$23,352 QoQ

Shares Held

2,744

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,834

of 2,360 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Liberty Capital Management, Inc. holds $3,834,573 across 5 Utilities - Regulated Electric names. SO ranks #3 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	26,453	$2,321,779
2	AEP	American Electric Power Co Inc	5,700	$779,817
3	SO	Southern Co This page	2,744	$262,628
4	DUK	Duke Energy CORP	1,964	$248,603
5	WEC	Wec Energy Group, Inc.	1,899	$221,746

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,628	2,744	0.0%	Shares	Sole	2026-07-17
2025-12-31	$239,276	2,744	-0.4%	Shares	Sole	2026-01-26
2025-09-30	$261,186	2,756	0.0%	Shares	Sole	2025-11-06
2025-06-30	$253,083	2,756	+12.9%	Shares	Sole	2025-07-18
2025-03-31	$224,541	2,442	+0.5%	Shares	Sole	2025-04-16
2024-12-31	$200,037	2,430	0.0%	Shares	Sole	2025-01-28
2024-09-30	$219,137	2,430	—	Shares	Sole	2024-10-22
No filing history on record for this holder in this stock.