TCTC Holdings, LLC

Position in SO — Southern Co

CIK 1483870 DALLAS, TX

Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$9,678,768

-$82,106 QoQ

Shares Held

101,126

-0.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#328

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

TCTC Holdings, LLC holds $42,061,453 across 5 Utilities - Regulated Electric names. SO ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	350,723	$30,782,956
2	SO	Southern Co This page	101,126	$9,678,768
3	D	Dominion Energy, Inc	13,778	$940,899
4	ETR	Entergy Corp /De/	3,922	$450,480
5	DUK	Duke Energy CORP	1,646	$208,350

All Filings in SO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,678,768	101,126	-0.0%	Shares	Sole	2026-08-11
2026-03-31	$9,760,874	101,128	-0.2%	Shares	Sole	2026-05-07
2025-12-31	$8,834,405	101,312	-0.5%	Shares	Defined	2026-02-12
2025-09-30	$9,651,471	101,841	-4.7%	Shares	Defined	2025-11-07
2025-06-30	$9,810,474	106,833	-0.2%	Shares	Defined	2025-08-12
2025-03-31	$9,847,844	107,100	+1.3%	Shares	Defined	2025-05-07
2024-12-31	$8,703,858	105,732	-0.2%	Shares	Defined	2025-02-10
2024-09-30	$9,553,127	105,934	-5.2%	Shares	Defined	2024-11-01
2024-06-30	$8,670,929	111,782	-4.5%	Shares	Defined	2024-08-06
2024-03-31	$8,397,525	117,055	-0.1%	Shares	Defined	2024-05-09
2023-12-31	$8,219,396	117,219	-0.0%	Shares	Defined	2024-02-09
2023-09-30	$7,589,131	117,261	-0.3%	Shares	Defined	2023-11-13
2023-06-30	$8,258,660	117,561	-0.3%	Shares	Defined	2023-08-10
2023-03-31	$8,203,203	117,896	0.0%	Shares	Defined	2023-05-12
2022-12-31	$8,418,953	117,896	-0.8%	Shares	Defined	2023-02-10
2022-09-30	$8,082,344	118,858	-0.2%	Shares	Defined	2022-11-10
2022-06-30	$8,488,884	119,042	-0.0%	Shares	Defined	2022-08-11
2022-03-31	$8,635,360	119,092	-0.8%	Shares	Defined	2022-05-11
2021-12-31	$8,234,331	120,069	-0.2%	Shares	Defined	2022-02-09
2021-09-30	$7,455,982	120,316	-5.2%	Shares	Defined	2021-11-04
2021-06-30	$7,679,081	126,906	-2.1%	Shares	Defined	2021-08-11
2021-03-31	$8,059,416	129,656	-0.8%	Shares	Defined	2021-05-12
2020-12-31	$8,031,235	130,738	-3.0%	Shares	Defined	2021-02-10
2020-09-30	$7,305,494	134,738	-0.5%	Shares	Defined	2020-11-12
2020-06-30	$7,022,512	135,439	+5.0%	Shares	Defined	2020-08-12
2020-03-31	$6,982,544	128,972	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.