PATTON ALBERTSON MILLER GROUP, LLC

Position in SO — Southern Co

CIK 1511037 Chattanooga, TN

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,015,004

-$12,065 QoQ

Shares Held

10,605

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,009

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Utilities · as of Jun 30, 2026

PATTON ALBERTSON MILLER GROUP, LLC holds $12,510,218 across 5 Utilities - Regulated Electric names. SO ranks #3 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	65,612	$5,325,069
2	DTE	Dte Energy Co	33,858	$5,158,943
3	SO	Southern Co This page	10,605	$1,015,004
4	AEP	American Electric Power Co Inc	3,720	$508,933
5	DUK	Duke Energy CORP	3,968	$502,269

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,015,004	10,605	-0.3%	Shares	Sole	2026-07-22
2026-03-31	$1,027,069	10,641	-0.6%	Shares	Sole	2026-04-21
2025-12-31	$933,127	10,701	-3.4%	Shares	Sole	2026-02-03
2025-09-30	$1,050,241	11,082	-5.2%	Shares	Sole	2025-11-03
2025-06-30	$1,073,309	11,688	+9.2%	Shares	Sole	2025-07-17
2025-03-31	$984,140	10,703	-16.6%	Shares	Sole	2025-05-22
2024-12-31	$1,056,494	12,834	0.0%	Shares	Sole	2025-01-21
2024-09-30	$1,157,370	12,834	-3.2%	Shares	Sole	2024-11-13
2024-06-30	$1,028,500	13,259	-2.9%	Shares	Sole	2024-08-02
2024-03-31	$979,968	13,660	-7.3%	Shares	Sole	2024-04-24
2023-12-31	$1,032,727	14,728	-2.8%	Shares	Sole	2024-02-14
2023-09-30	$981,025	15,158	-2.8%	Shares	Sole	2023-10-24
2023-06-30	$1,095,619	15,596	-7.0%	Shares	Sole	2023-07-13
2023-03-31	$1,166,230	16,761	-0.5%	Shares	Sole	2023-04-21
2022-12-31	$1,203,472	16,853	-2.6%	Shares	Sole	2023-01-23
2022-09-30	$1,176,604	17,303	-6.0%	Shares	Sole	2022-10-13
2022-06-30	$1,312,745	18,409	-4.0%	Shares	Sole	2022-07-22
2022-03-31	$1,390,886	19,182	+5.0%	Shares	Sole	2022-05-02
2021-12-31	$1,253,299	18,275	+5.6%	Shares	Sole	2022-02-11
2021-09-30	$1,072,452	17,306	+28.4%	Shares	Sole	2021-10-27
2021-06-30	$815,614	13,479	-14.1%	Shares	Sole	2021-07-29
2021-03-31	$975,414	15,692	+0.9%	Shares	Sole	2021-04-21
2020-12-31	$955,420	15,553	-11.1%	Shares	Sole	2021-02-25
2020-09-30	$948,253	17,489	+5.7%	Shares	Sole	2020-11-03
2020-06-30	$857,547	16,539	0.0%	Shares	Sole	2020-08-10
2020-03-31	$895,421	16,539	—	Shares	Sole	2020-05-22
No filing history on record for this holder in this stock.