Welch Group, LLC

Position in SO — Southern Co

CIK 1443095 BIRMINGHAM, AL

Position in SO

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$75,554,987

+$7,603,515 QoQ

Shares Held

782,791

+0.5% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

2.92%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Welch Group, LLC holds $269,566,485 across 14 Utilities - Regulated Electric names. SO ranks #2 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	852,934	$79,220,509
2	SO	Southern Co This page	782,791	$75,554,987
3	ED	Consolidated Edison Inc	529,096	$59,883,085
4	AEP	American Electric Power Co Inc	376,452	$49,345,328
5	DUK	Duke Energy CORP	12,807	$1,676,948
6	ETR	Entergy Corp /De/	6,303	$708,205
7	D	Dominion Energy, Inc	9,490	$586,671
8	IDA	Idacorp Inc	3,656	$522,698

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$75,554,987	782,791	+0.5%	Shares	Sole	2026-04-21
2025-12-31	$67,951,472	779,260	+0.9%	Shares	Sole	2026-01-26
2025-09-30	$73,216,837	772,574	+0.7%	Shares	Sole	2025-10-14
2025-06-30	$70,475,392	767,455	+0.1%	Shares	Sole	2025-07-25
2025-03-31	$70,475,077	766,450	-1.8%	Shares	Sole	2025-04-08
2024-12-31	$64,238,082	780,346	-0.7%	Shares	Sole	2025-01-27
2024-09-30	$70,856,319	785,721	-0.5%	Shares	Sole	2024-10-24
2024-06-30	$61,224,527	789,281	+0.0%	Shares	Sole	2024-07-17
2024-03-31	$56,607,881	789,070	+1.4%	Shares	Sole	2024-04-09
2023-12-31	$54,540,878	777,822	+1.1%	Shares	Sole	2024-01-23
2023-09-30	$49,810,906	769,637	+1.1%	Shares	Sole	2023-10-18
2023-06-30	$53,481,887	761,308	+2.2%	Shares	Sole	2023-07-18
2023-03-31	$51,817,756	744,722	+2.7%	Shares	Sole	2023-04-13
2022-12-31	$51,765,251	724,902	+1.5%	Shares	Sole	2023-01-30
2022-09-30	$48,558,052	714,089	+0.7%	Shares	Sole	2022-10-13
2022-06-30	$50,571,625	709,180	+1.5%	Shares	Sole	2022-07-21
2022-03-31	$50,644,536	698,449	+2.1%	Shares	Sole	2022-04-29
2021-12-31	$46,892,055	683,757	+5.6%	Shares	Sole	2022-01-26
2021-09-30	$40,108,285	647,221	+1.4%	Shares	Sole	2021-11-05
2021-06-30	$38,628,071	638,375	+1.5%	Shares	Sole	2021-07-21
2021-03-31	$39,089,813	628,858	+2.6%	Shares	Sole	2021-04-23
2020-12-31	$37,649,709	612,888	-0.5%	Shares	Sole	2021-01-25
2020-09-30	$33,395,399	615,924	+3.3%	Shares	Sole	2020-10-28
2020-06-30	$30,917,792	596,293	+0.3%	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.