Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$75,404,262
-$150,725 QoQ
Shares Held
787,841
+0.6% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#92
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Welch Group, LLC holds $268,011,765 across 14 Utilities - Regulated Electric names. SO ranks #1 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
787,841 | $75,404,262 | |
| 2 | NEE |
Nextera Energy Inc
|
858,202 | $75,324,389 | |
| 3 | ED |
Consolidated Edison Inc
|
533,029 | $58,968,998 | |
| 4 | AEP |
American Electric Power Co Inc
|
384,533 | $52,607,959 | |
| 5 | DUK |
Duke Energy CORP
|
13,082 | $1,655,919 | |
| 6 | ETR |
Entergy Corp /De/
|
6,303 | $723,962 | |
| 7 | D |
Dominion Energy, Inc
|
9,909 | $676,685 | |
| 8 | IDA |
Idacorp Inc
|
3,656 | $553,152 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,404,262 | 787,841 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $75,554,987 | 782,791 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $67,951,472 | 779,260 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $73,216,837 | 772,574 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $70,475,392 | 767,455 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $70,475,077 | 766,450 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $64,238,082 | 780,346 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $70,856,319 | 785,721 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $61,224,527 | 789,281 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $56,607,881 | 789,070 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $54,540,878 | 777,822 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $49,810,906 | 769,637 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $53,481,887 | 761,308 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $51,817,756 | 744,722 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $51,765,251 | 724,902 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $48,558,052 | 714,089 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $50,571,625 | 709,180 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $50,644,536 | 698,449 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $46,892,055 | 683,757 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $40,108,285 | 647,221 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $38,628,071 | 638,375 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $39,089,813 | 628,858 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $37,649,709 | 612,888 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $33,395,399 | 615,924 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $30,917,792 | 596,293 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $32,175,835 | 594,308 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||