Aull & Monroe Investment Management Corp

Position in SO — Southern Co

CIK 1387615 MOBILE, AL

Position in SO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$7,502,132

-$33,570 QoQ

Shares Held

78,384

+0.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

3.23%

of 13F equity value

Holder Rank

#382

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Aull & Monroe Investment Management Corp holds $18,590,483 across 6 Utilities - Regulated Electric names. SO ranks #1 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	78,384	$7,502,132
2	DUK	Duke Energy CORP	40,184	$5,086,490
3	NEE	Nextera Energy Inc	51,464	$4,516,995
4	AEP	American Electric Power Co Inc	5,684	$777,628
5	EXC	Exelon Corp	8,479	$395,290
6	D	Dominion Energy, Inc	4,568	$311,948

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,502,132	78,384	+0.4%	Shares	Sole	2026-07-20
2026-03-31	$7,535,702	78,074	+1.6%	Shares	Sole	2026-04-21
2025-12-31	$6,700,535	76,841	-1.1%	Shares	Sole	2026-01-09
2025-09-30	$7,364,008	77,704	+0.6%	Shares	Sole	2025-11-13
2025-06-30	$7,092,765	77,238	-3.9%	Shares	Sole	2025-07-29
2025-03-31	$7,389,377	80,363	+0.9%	Shares	Sole	2025-05-14
2024-12-31	$6,558,352	79,669	-4.1%	Shares	Sole	2025-02-07
2024-09-30	$7,495,310	83,115	-2.1%	Shares	Sole	2024-11-01
2024-06-30	$6,584,529	84,885	-4.1%	Shares	Sole	2024-07-22
2024-03-31	$6,347,626	88,481	-1.0%	Shares	Sole	2024-05-07
2023-12-31	$6,266,343	89,366	-0.9%	Shares	Sole	2024-01-26
2023-09-30	$5,834,572	90,151	-0.7%	Shares	Sole	2023-11-13
2023-06-30	$6,374,906	90,746	-0.2%	Shares	Sole	2023-07-24
2023-03-31	$6,327,744	90,942	+3.2%	Shares	Sole	2023-05-12
2022-12-31	$6,291,221	88,100	-0.7%	Shares	Sole	2023-02-08
2022-09-30	$6,035,680	88,760	+0.0%	Shares	Sole	2022-11-10
2022-06-30	$6,328,691	88,749	-0.5%	Shares	Sole	2022-08-08
2022-03-31	$6,466,586	89,182	-0.1%	Shares	Sole	2022-05-02
2021-12-31	$6,122,548	89,276	-3.0%	Shares	Sole	2022-02-02
2021-09-30	$5,703,904	92,043	-1.0%	Shares	Sole	2021-10-26
2021-06-30	$5,625,917	92,975	-0.5%	Shares	Sole	2021-07-28
2021-03-31	$5,810,778	93,481	-1.7%	Shares	Sole	2021-04-19
2020-12-31	$5,840,088	95,069	-1.7%	Shares	Sole	2021-02-02
2020-09-30	$5,245,405	96,743	+0.2%	Shares	Sole	2020-11-02
2020-06-30	$5,005,547	96,539	-5.3%	Shares	Sole	2020-07-28
2020-03-31	$5,520,006	101,958	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.