Palisade Asset Management, LLC

Position in SO — Southern Co

CIK 1434323 MINNEAPOLIS, MN

Position in SO

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

Position Value

$4,028,625

-$16,238 QoQ

Shares Held

42,092

+0.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#526

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Utilities · as of Jun 30, 2026

Palisade Asset Management, LLC holds $17,603,236 across 6 Utilities - Regulated Electric names. SO ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	82,432	$6,619,289
2	SO	Southern Co This page	42,092	$4,028,625
3	NEE	Nextera Energy Inc	45,805	$4,020,304
4	CNP	Centerpoint Energy Inc	50,340	$2,216,973
5	DTE	Dte Energy Co	3,013	$459,090
6	D	Dominion Energy, Inc	3,792	$258,955

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,028,625	42,092	+0.4%	Shares	Sole	2026-07-20
2026-03-31	$4,044,863	41,907	0.0%	Shares	Sole	2026-04-14
2025-12-31	$3,654,290	41,907	-4.4%	Shares	Sole	2026-02-13
2025-09-30	$4,153,579	43,828	+0.0%	Shares	Sole	2025-11-17
2025-06-30	$4,023,715	43,817	-3.6%	Shares	Sole	2025-08-07
2025-03-31	$4,180,690	45,467	+0.2%	Shares	Sole	2025-04-23
2024-12-31	$3,736,834	45,394	0.0%	Shares	Sole	2025-02-11
2024-09-30	$4,093,630	45,394	0.0%	Shares	Sole	2024-11-12
2024-06-30	$3,521,212	45,394	0.0%	Shares	Sole	2024-08-02
2024-03-31	$3,256,565	45,394	0.0%	Shares	Sole	2024-05-01
2023-12-31	$3,183,027	45,394	-4.6%	Shares	Sole	2024-02-06
2023-09-30	$3,078,989	47,574	0.0%	Shares	Sole	2023-11-07
2023-06-30	$3,342,073	47,574	0.0%	Shares	Sole	2023-08-08
2023-03-31	$3,310,198	47,574	-0.2%	Shares	Sole	2023-05-10
2022-12-31	$3,402,615	47,649	0.0%	Shares	Sole	2023-02-07
2022-09-30	$3,240,132	47,649	0.0%	Shares	Sole	2022-11-09
2022-06-30	$3,397,850	47,649	0.0%	Shares	Sole	2022-08-05
2022-03-31	$3,455,028	47,649	-0.3%	Shares	Sole	2022-04-21
2021-12-31	$3,278,055	47,799	0.0%	Shares	Sole	2022-02-01
2021-09-30	$2,962,104	47,799	-0.1%	Shares	Sole	2021-10-25
2021-06-30	$2,895,948	47,859	-0.2%	Shares	Sole	2021-07-22
2021-03-31	$2,981,442	47,964	-0.2%	Shares	Sole	2021-05-04
2020-12-31	$2,951,650	48,049	0.0%	Shares	Sole	2021-02-03
2020-09-30	$2,605,216	48,049	-0.7%	Shares	Sole	2020-10-26
2020-06-30	$2,509,488	48,399	+0.3%	Shares	Sole	2020-07-27
2020-03-31	$2,611,930	48,244	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.