LaFleur & Godfrey LLC

Position in SO — Southern Co

CIK 1387458 GRAND RAPIDS, MI

Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$708,541

+$27,496 QoQ

Shares Held

7,403

+4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,205

of 2,359 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Utilities · as of Jun 30, 2026

LaFleur & Godfrey LLC holds $16,208,506 across 5 Utilities - Regulated Electric names. SO ranks #3 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	146,268	$12,837,942
2	EVRG	Evergy, Inc.	25,582	$2,211,052
3	SO	Southern Co This page	7,403	$708,541
4	ETR	Entergy Corp /De/	2,026	$232,706
5	LNT	Alliant Energy Corp	2,861	$218,265

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$708,541	7,403	+4.9%	Shares	Sole	2026-07-15
2026-03-31	$681,045	7,056	-24.5%	Shares	Sole	2026-05-04
2025-12-31	$814,448	9,340	-2.1%	Shares	Sole	2026-02-03
2025-09-30	$904,105	9,540	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$875,323	9,532	-13.9%	Shares	Sole	2025-07-14
2025-03-31	$1,017,886	11,070	+0.1%	Shares	Sole	2025-04-23
2024-12-31	$910,706	11,063	+0.1%	Shares	Sole	2025-02-06
2024-09-30	$996,939	11,055	-0.8%	Shares	Sole	2024-10-16
2024-06-30	$864,750	11,148	-1.7%	Shares	Sole	2024-07-23
2024-03-31	$813,531	11,340	+0.1%	Shares	Sole	2024-04-23
2023-12-31	$794,529	11,331	-1.0%	Shares	Sole	2024-01-18
2023-09-30	$740,914	11,448	0.0%	Shares	Sole	2023-10-18
2023-06-30	$804,222	11,448	-1.8%	Shares	Sole	2023-07-20
2023-03-31	$810,954	11,655	+0.1%	Shares	Sole	2023-04-18
2022-12-31	$831,712	11,647	-12.0%	Shares	Sole	2023-01-12
2022-09-30	$900,184	13,238	+0.1%	Shares	Sole	2022-10-17
2022-06-30	$943,502	13,231	-5.3%	Shares	Sole	2022-07-26
2022-03-31	$1,013,254	13,974	+0.1%	Shares	Sole	2022-05-03
2021-12-31	$957,788	13,966	-16.0%	Shares	Sole	2022-01-26
2021-09-30	$1,030,251	16,625	+2.8%	Shares	Sole	2021-11-01
2021-06-30	$978,749	16,175	—	Shares	Sole	2021-07-19
No filing history on record for this holder in this stock.