Callahan Advisors, LLC

Position in SO — Southern Co

CIK 1395055 Houston, TX

Position in SO

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

Position Value

$220,133

-$40,471 QoQ

Shares Held

2,300

-14.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,977

of 2,360 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Callahan Advisors, LLC holds $30,737,123 across 4 Utilities - Regulated Electric names. SO ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	289,805	$25,436,184
2	D	Dominion Energy, Inc	51,706	$3,531,002
3	FE	Firstenergy Corp	32,600	$1,549,804
4	SO	Southern Co This page	2,300	$220,133

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,133	2,300	-14.8%	Shares	Sole	2026-08-03
2026-03-31	$260,604	2,700	0.0%	Shares	Sole	2026-05-12
2025-12-31	$235,440	2,700	0.0%	Shares	Sole	2026-02-06
2025-09-30	$255,879	2,700	0.0%	Shares	Sole	2025-10-31
2025-06-30	$247,941	2,700	0.0%	Shares	Sole	2025-07-28
2025-03-31	$248,265	2,700	+4.9%	Shares	Sole	2025-05-01
2024-12-31	$211,974	2,575	—	Shares	Sole	2025-01-31
No filing history on record for this holder in this stock.