Summit Asset Management, LLC

Position in SO — Southern Co

CIK 1509974 MEMPHIS, TN

Position in SO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$679,541

-$19,263 QoQ

Shares Held

7,100

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,228

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Summit Asset Management, LLC holds $3,287,073 across 6 Utilities - Regulated Electric names. SO ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	13,848	$1,215,438
2	SO	Southern Co This page	7,100	$679,541
3	DUK	Duke Energy CORP	3,477	$440,118
4	ETR	Entergy Corp /De/	3,510	$403,158
5	WEC	Wec Energy Group, Inc.	2,835	$331,042
6	D	Dominion Energy, Inc	3,189	$217,776

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679,541	7,100	-1.9%	Shares	Sole	2026-08-06
2026-03-31	$698,804	7,240	+2.3%	Shares	Sole	2026-05-08
2025-12-31	$617,027	7,076	+0.9%	Shares	Sole	2026-02-09
2025-09-30	$664,337	7,010	+0.2%	Shares	Sole	2025-11-06
2025-06-30	$642,350	6,995	+21.7%	Shares	Sole	2025-08-07
2025-03-31	$528,344	5,746	+0.3%	Shares	Sole	2025-05-06
2024-12-31	$471,775	5,731	+0.3%	Shares	Sole	2025-02-04
2024-09-30	$515,468	5,716	+0.2%	Shares	Sole	2024-11-06
2024-06-30	$442,304	5,702	+0.3%	Shares	Sole	2024-08-05
2024-03-31	$407,913	5,686	+0.3%	Shares	Sole	2024-05-06
2023-12-31	$397,440	5,668	+0.3%	Shares	Sole	2024-02-06
2023-09-30	$365,732	5,651	+0.3%	Shares	Sole	2023-11-06
2023-06-30	$395,718	5,633	-20.3%	Shares	Sole	2023-08-07
2023-03-31	$491,582	7,065	+0.3%	Shares	Sole	2023-05-12
2022-12-31	$503,226	7,047	+16.8%	Shares	Sole	2023-02-13
2022-09-30	$410,108	6,031	+0.2%	Shares	Sole	2022-11-07
2022-06-30	$429,000	6,016	+0.2%	Shares	Sole	2022-08-10
2022-03-31	$435,205	6,002	+1.2%	Shares	Sole	2022-05-09
2021-12-31	$406,816	5,932	+0.3%	Shares	Sole	2022-02-11
2021-09-30	$366,614	5,916	+11.5%	Shares	Sole	2021-11-08
2021-06-30	$321,005	5,305	+20.6%	Shares	Sole	2021-08-06
2021-03-31	$273,504	4,400	+0.3%	Shares	Sole	2021-05-07
2020-12-31	$269,370	4,385	+0.3%	Shares	Sole	2021-02-09
2020-09-30	$236,995	4,371	+7.8%	Shares	Sole	2020-11-06
2020-06-30	$210,251	4,055	+0.4%	Shares	Sole	2020-08-07
2020-03-31	$218,725	4,040	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.