First Dallas Securities Inc.

Broker-Dealer

Position in SO — Southern Co

CIK 1378559 DALLAS, TX

Position in SO

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

Position Value

$543,154

-$10,388 QoQ

Shares Held

5,675

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,354

of 2,360 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

First Dallas Securities Inc. holds $5,570,714 across 5 Utilities - Regulated Electric names. SO ranks #5 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	23,245	$1,866,573
2	AEP	American Electric Power Co Inc	10,645	$1,456,342
3	DUK	Duke Energy CORP	8,808	$1,114,916
4	AEE	Ameren Corp	5,217	$589,729
5	SO	Southern Co This page	5,675	$543,154

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$543,154	5,675	-1.0%	Shares	Sole	2026-08-03
2026-03-31	$553,542	5,735	-1.0%	Shares	Sole	2026-04-27
2025-12-31	$505,324	5,795	-3.7%	Shares	Sole	2026-02-11
2025-09-30	$570,515	6,020	-14.2%	Shares	Sole	2025-11-05
2025-06-30	$644,646	7,020	0.0%	Shares	Sole	2025-08-07
2025-03-31	$645,489	7,020	0.0%	Shares	Sole	2025-05-16
2024-12-31	$577,886	7,020	0.0%	Shares	Sole	2025-01-24
2024-09-30	$633,063	7,020	-18.1%	Shares	Sole	2024-11-18
2024-06-30	$664,774	8,570	+1.8%	Shares	Sole	2024-08-02
2024-03-31	$604,050	8,420	-5.1%	Shares	Sole	2024-04-16
2023-12-31	$621,964	8,870	-1.3%	Shares	Sole	2024-02-13
2023-06-30	$631,547	8,990	-6.7%	Shares	Sole	2023-08-07
2023-03-31	$670,751	9,640	-5.5%	Shares	Sole	2023-05-15
2022-12-31	$728,096	10,196	-1.9%	Shares	Sole	2023-02-03
2022-09-30	$706,860	10,395	-1.7%	Shares	Sole	2022-10-21
2022-06-30	$754,103	10,575	+0.0%	Shares	Sole	2022-07-28
2022-03-31	$766,720	10,574	-2.3%	Shares	Sole	2022-05-12
2021-12-31	$742,309	10,824	+0.0%	Shares	Sole	2022-02-07
2021-09-30	$670,701	10,823	0.0%	Shares	Sole	2021-10-06
2021-06-30	$654,899	10,823	-6.5%	Shares	Sole	2021-07-06
2021-03-31	$719,315	11,572	-2.1%	Shares	Sole	2021-05-26
2020-12-31	$726,225	11,822	+0.0%	Shares	Sole	2021-02-01
2020-09-30	$640,934	11,821	+3.1%	Shares	Sole	2020-10-15
2020-03-31	$620,985	11,470	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.