NOVARE CAPITAL MANAGEMENT LLC

Position in SO — Southern Co

CIK 1388409 CHARLOTTE, NC

Position in SO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$620,583

-$43,860 QoQ

Shares Held

6,484

-5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,276

of 2,354 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NOVARE CAPITAL MANAGEMENT LLC holds $11,969,764 across 4 Utilities - Regulated Electric names. SO ranks #3 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	105,747	$9,281,414
2	DUK	Duke Energy CORP	12,823	$1,623,135
3	SO	Southern Co This page	6,484	$620,583
4	AEP	American Electric Power Co Inc	3,250	$444,632

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$620,583	6,484	-5.8%	Shares	Sole	2026-08-07
2026-03-31	$664,443	6,884	+0.4%	Shares	Sole	2026-04-17
2025-12-31	$598,017	6,858	+0.4%	Shares	Sole	2026-02-05
2025-09-30	$647,279	6,830	-30.3%	Shares	Sole	2025-11-03
2025-06-30	$900,209	9,803	+46.1%	Shares	Sole	2025-07-29
2025-03-31	$616,892	6,709	+0.4%	Shares	Sole	2025-04-29
2024-12-31	$549,979	6,681	+2.4%	Shares	Sole	2025-01-21
2024-09-30	$588,424	6,525	+0.4%	Shares	Sole	2024-10-11
2024-06-30	$504,127	6,499	+0.4%	Shares	Sole	2024-08-02
2024-03-31	$464,229	6,471	+3.1%	Shares	Sole	2024-05-06
2023-12-31	$440,213	6,278	+0.5%	Shares	Sole	2024-02-08
2023-09-30	$404,370	6,248	-5.1%	Shares	Sole	2023-11-02
2023-06-30	$462,596	6,585	+4.3%	Shares	Sole	2023-07-28
2023-03-31	$439,119	6,311	-4.1%	Shares	Sole	2023-04-20
2022-12-31	$469,877	6,580	-30.4%	Shares	Sole	2023-01-17
2022-09-30	$642,600	9,450	+38.5%	Shares	Sole	2022-10-11
2022-06-30	$486,690	6,825	-17.0%	Shares	Sole	2022-08-03
2022-03-31	$596,322	8,224	+31.1%	Shares	Sole	2022-05-09
2021-12-31	$430,065	6,271	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.