Accredited Investors Inc.

Position in SO — Southern Co

CIK 1518364 EDINA, MN

Position in SO

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

Position Value

$245,878

+$21,083 QoQ

Shares Held

2,569

+10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,891

of 2,360 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Accredited Investors Inc. holds $2,833,869 across 5 Utilities - Regulated Electric names. SO ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	22,412	$1,799,683
2	CNP	Centerpoint Energy Inc	6,847	$301,541
3	LNT	Alliant Energy Corp	3,739	$285,248
4	SO	Southern Co This page	2,569	$245,878
5	NEE	Nextera Energy Inc	2,296	$201,519

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,878	2,569	+10.3%	Shares	Sole	2026-07-21
2026-03-31	$224,795	2,329	-4.8%	Shares	Sole	2026-04-30
2025-12-31	$213,291	2,446	+5.2%	Shares	Sole	2026-02-05
2025-09-30	$220,435	2,326	0.0%	Shares	Sole	2025-10-30
2025-06-30	$213,596	2,326	0.0%	Shares	Sole	2025-08-08
2025-03-31	$213,875	2,326	-25.5%	Shares	Sole	2025-05-06
2024-06-30	$242,095	3,121	-7.1%	Shares	Sole	2024-07-19
2024-03-31	$240,902	3,358	+7.6%	Shares	Sole	2024-05-14
2023-12-31	$218,844	3,121	0.0%	Shares	Sole	2024-02-07
2023-09-30	$201,991	3,121	0.0%	Shares	Sole	2023-11-07
2023-06-30	$219,250	3,121	-53.8%	Shares	Sole	2023-08-03
2023-03-31	$470,082	6,756	0.0%	Shares	Sole	2023-04-24
2022-12-31	$482,445	6,756	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.