Keel Point, LLC

Position in SO — Southern Co

CIK 1386935 HUNTSVILLE, AL

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,933,718

-$37,806 QoQ

Shares Held

114,238

+0.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#304

of 2,360 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Utilities · as of Jun 30, 2026

Keel Point, LLC holds $15,623,364 across 10 Utilities - Regulated Electric names. SO ranks #1 (70.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	114,238	$10,933,718
2	D	Dominion Energy, Inc	14,264	$974,088
3	NEE	Nextera Energy Inc	10,218	$896,833
4	ETR	Entergy Corp /De/	7,230	$830,437
5	DUK	Duke Energy CORP	5,654	$715,683
6	AEP	American Electric Power Co Inc	3,632	$496,893
7	ED	Consolidated Edison Inc	2,458	$271,928
8	EXC	Exelon Corp	4,526	$211,002

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,933,718	114,238	+0.5%	Shares	Sole	2026-08-14
2026-03-31	$10,971,524	113,671	-1.8%	Shares	Sole	2026-06-01
2025-12-31	$10,091,743	115,731	+8.2%	Shares	Sole	2026-02-12
2025-09-30	$10,134,135	106,934	+1.2%	Shares	Sole	2025-12-16
2025-06-30	$9,706,431	105,700	+3.8%	Shares	Sole	2025-08-15
2025-03-31	$9,365,291	101,852	+6.4%	Shares	Sole	2025-05-15
2024-12-31	$7,877,941	95,699	+0.9%	Shares	Sole	2025-02-14
2024-09-30	$8,556,909	94,887	+0.9%	Shares	Sole	2024-11-14
2024-06-30	$7,298,173	94,085	+6.1%	Shares	Sole	2024-08-14
2024-03-31	$6,359,607	88,648	+0.8%	Shares	Sole	2024-04-16
2023-12-31	$6,168,456	87,970	-2.8%	Shares	Sole	2024-01-30
2023-09-30	$5,859,360	90,534	+1.5%	Shares	Sole	2023-10-26
2023-06-30	$6,265,738	89,192	+1.1%	Shares	Sole	2023-07-12
2023-03-31	$6,140,435	88,250	+0.6%	Shares	Sole	2023-04-03
2022-12-31	$6,267,227	87,764	+2886.2%	Shares	Sole	2023-01-17
2022-03-31	$213,106	2,939	—	Shares	Sole	2022-04-27
No filing history on record for this holder in this stock.