Hayek Kallen Investment Management

Position in SO — Southern Co

CIK 1430681 FAIRHOPE, AL

Position in SO

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,699,022

-$22,842 QoQ

Shares Held

28,200

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#649

of 2,360 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Hayek Kallen Investment Management holds $5,216,270 across 4 Utilities - Regulated Electric names. SO ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	28,200	$2,699,022
2	DUK	Duke Energy CORP	10,493	$1,328,203
3	D	Dominion Energy, Inc	9,028	$616,522
4	NEE	Nextera Energy Inc	6,523	$572,523

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,699,022	28,200	0.0%	Shares	Sole	2026-08-17
2026-03-31	$2,721,864	28,200	-2.6%	Shares	Sole	2026-05-15
2025-09-30	$2,744,918	28,964	-3.0%	Shares	Sole	2025-11-14
2025-06-30	$2,741,033	29,849	-1.0%	Shares	Sole	2025-08-15
2025-03-31	$2,773,487	30,163	-1.6%	Shares	Sole	2025-05-15
2024-12-31	$2,522,120	30,638	-2.2%	Shares	Sole	2025-02-14
2024-09-30	$2,824,708	31,323	-1.5%	Shares	Sole	2024-10-15
2024-06-30	$2,465,562	31,785	-0.3%	Shares	Sole	2024-07-18
2024-03-31	$2,287,429	31,885	-2.3%	Shares	Sole	2024-05-03
2023-12-31	$2,288,366	32,635	-1.3%	Shares	Sole	2024-02-08
2023-09-30	$2,139,319	33,055	-1.5%	Shares	Sole	2023-11-07
2023-06-30	$2,356,817	33,549	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$2,332,252	33,519	-2.8%	Shares	Sole	2023-05-08
2022-12-31	$2,461,359	34,468	-1.5%	Shares	Sole	2023-02-09
2022-09-30	$2,379,456	34,992	+0.7%	Shares	Sole	2022-10-19
2022-06-30	$2,478,878	34,762	+1.2%	Shares	Sole	2022-08-11
2022-03-31	$2,490,355	34,345	-0.6%	Shares	Sole	2022-05-09
2021-12-31	$2,370,673	34,568	-1.8%	Shares	Sole	2022-02-08
2021-09-30	$2,182,459	35,218	-0.9%	Shares	Sole	2021-10-06
2021-06-30	$2,151,009	35,548	-0.1%	Shares	Sole	2021-08-12
2021-03-31	$2,212,771	35,598	+3.9%	Shares	Sole	2021-05-14
2020-12-31	$2,103,854	34,248	+1.3%	Shares	Sole	2021-02-12
2020-09-30	$1,832,364	33,795	+1.3%	Shares	Sole	2020-11-12
2020-06-30	$1,729,456	33,355	-0.8%	Shares	Sole	2020-09-10
2020-03-31	$1,820,728	33,630	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.