SFMG, LLC

Position in SO — Southern Co

CIK 1512026 PLANO, TX

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$370,780

-$231,504 QoQ

Shares Held

3,874

-37.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,588

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SFMG, LLC holds $2,263,154 across 5 Utilities - Regulated Electric names. SO ranks #4 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	7,675	$616,302
2	NEE	Nextera Energy Inc	6,746	$592,096
3	D	Dominion Energy, Inc	5,888	$402,091
4	SO	Southern Co This page	3,874	$370,780
5	ED	Consolidated Edison Inc	2,548	$281,885

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,780	3,874	-37.9%	Shares	Sole	2026-08-13
2026-03-31	$602,284	6,240	0.0%	Shares	Sole	2026-05-12
2025-12-31	$544,128	6,240	+1.1%	Shares	Sole	2026-02-10
2025-09-30	$585,109	6,174	-2.1%	Shares	Sole	2025-11-13
2025-06-30	$579,355	6,309	-6.2%	Shares	Sole	2025-08-12
2025-03-31	$618,639	6,728	+9.3%	Shares	Sole	2025-05-09
2024-12-31	$506,514	6,153	0.0%	Shares	Sole	2025-02-11
2024-09-30	$554,877	6,153	-1.0%	Shares	Sole	2024-11-25
2024-06-30	$481,942	6,213	+0.2%	Shares	Sole	2024-08-14
2024-03-31	$445,003	6,203	+0.5%	Shares	Sole	2024-05-07
2023-12-31	$432,780	6,172	-1.9%	Shares	Sole	2024-01-30
2023-09-30	$407,024	6,289	+35.3%	Shares	Sole	2023-11-06
2023-06-30	$326,592	4,649	-7.9%	Shares	Sole	2023-08-14
2023-03-31	$351,170	5,047	+5.6%	Shares	Sole	2023-05-01
2022-12-31	$341,196	4,778	+0.1%	Shares	Sole	2023-01-25
2022-09-30	$324,564	4,773	+0.1%	Shares	Sole	2022-10-20
2022-06-30	$340,006	4,768	-2.0%	Shares	Sole	2022-08-08
2022-03-31	$352,616	4,863	-6.5%	Shares	Sole	2022-04-21
2021-12-31	$356,547	5,199	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.