Barnett & Company, Inc.

Position in SO — Southern Co

CIK 1426588 CHATTANOOGA, TN

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$285,502

-$5,988 QoQ

Shares Held

2,983

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,761

of 2,360 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Barnett & Company, Inc. holds $285,502 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co This page	2,983	$285,502

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,502	2,983	-1.2%	Shares	Sole	2026-08-12
2026-03-31	$291,490	3,020	+1.2%	Shares	Sole	2026-04-30
2025-12-31	$260,117	2,983	0.0%	Shares	Sole	2026-02-12
2025-09-30	$282,698	2,983	-2.5%	Shares	Sole	2025-11-10
2025-06-30	$280,816	3,058	0.0%	Shares	Sole	2025-08-14
2025-03-31	$281,183	3,058	-0.0%	Shares	Sole	2025-05-12
2024-12-31	$251,816	3,059	0.0%	Shares	Sole	2025-02-11
2024-09-30	$275,860	3,059	-84.1%	Shares	Sole	2024-11-05
2022-12-31	$1,372,785	19,224	-3.0%	Shares	Sole	2023-01-26
2022-09-30	$1,347,080	19,810	-2.9%	Shares	Sole	2022-11-02
2022-06-30	$1,455,437	20,410	0.0%	Shares	Sole	2022-08-02
2022-03-31	$1,479,929	20,410	+2.0%	Shares	Sole	2022-04-28
2021-12-31	$1,372,285	20,010	+6.9%	Shares	Sole	2022-02-02
2021-09-30	$1,160,388	18,725	+20.8%	Shares	Sole	2021-11-04
2021-06-30	$937,905	15,500	+3775.0%	Shares	Sole	2021-07-20
2021-03-31	$24,864	400	+33.3%	Shares	Sole	2021-04-19
2020-12-31	$18,429	300	0.0%	Shares	Sole	2021-02-12
2020-09-30	$16,266	300	+194.1%	Shares	Sole	2020-11-03
2020-06-30	$5,288	102	-79.6%	Shares	Sole	2020-07-22
2020-03-31	$27,070	500	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.