Verus Financial Partners, Inc.

Position in SO — Southern Co

CIK 1481714 RICHMOND, VA

Position in SO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$560,286

-$14,008 QoQ

Shares Held

5,854

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#1,339

of 2,360 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Verus Financial Partners, Inc. holds $3,197,069 across 4 Utilities - Regulated Electric names. SO ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	28,336	$1,935,065
2	SO	Southern Co This page	5,854	$560,286
3	DUK	Duke Energy CORP	3,221	$407,714
4	AEP	American Electric Power Co Inc	2,149	$294,004

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$560,286	5,854	-1.6%	Shares	Sole	2026-07-21
2026-03-31	$574,294	5,950	0.0%	Shares	Sole	2026-04-21
2025-12-31	$518,840	5,950	0.0%	Shares	Sole	2026-02-02
2025-09-30	$563,881	5,950	0.0%	Shares	Sole	2025-10-30
2025-06-30	$546,388	5,950	0.0%	Shares	Sole	2025-07-21
2025-03-31	$547,102	5,950	0.0%	Shares	Sole	2025-05-05
2024-12-31	$489,804	5,950	0.0%	Shares	Sole	2025-01-24
2024-09-30	$536,571	5,950	0.0%	Shares	Sole	2024-11-01
2024-06-30	$461,541	5,950	0.0%	Shares	Sole	2024-08-05
2024-03-31	$426,853	5,950	-4.2%	Shares	Sole	2024-05-07
2023-12-31	$435,304	6,208	+3.0%	Shares	Sole	2024-02-07
2023-09-30	$390,261	6,030	+3.1%	Shares	Sole	2023-10-24
2023-06-30	$410,962	5,850	0.0%	Shares	Sole	2023-07-27
2023-03-31	$407,043	5,850	0.0%	Shares	Sole	2023-05-08
2022-12-31	$417,748	5,850	0.0%	Shares	Sole	2023-05-08
2022-09-30	$397,800	5,850	-0.9%	Shares	Sole	2022-10-31
2022-06-30	$421,156	5,906	-6.9%	Shares	Sole	2022-08-03
2022-03-31	$460,075	6,345	+7.5%	Shares	Sole	2022-04-15
2021-12-31	$404,964	5,905	+0.0%	Shares	Sole	2022-01-19
2021-09-30	$365,870	5,904	+0.9%	Shares	Sole	2021-10-29
2021-06-30	$353,983	5,850	0.0%	Shares	Sole	2021-07-23
2021-03-31	$363,636	5,850	0.0%	Shares	Sole	2021-04-27
2020-12-31	$359,365	5,850	+0.1%	Shares	Sole	2021-02-10
2020-06-30	$303,063	5,845	+0.1%	Shares	Sole	2020-07-31
2020-03-31	$316,285	5,842	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.