Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,756,278
-$788,761 QoQ
Shares Held
18,350
-30.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#803
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LBMC INVESTMENT ADVISORS, LLC holds $2,214,261 across 2 Utilities - Regulated Electric names. SO ranks #1 (79.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
18,350 | $1,756,278 | |
| 2 | NEE |
Nextera Energy Inc
|
5,218 | $457,983 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,756,278 | 18,350 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,545,039 | 26,368 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,425,729 | 27,818 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,691,088 | 28,396 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,687,772 | 29,269 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,892,838 | 31,461 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,936,824 | 23,528 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,121,484 | 23,525 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,824,601 | 23,522 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,685,818 | 23,499 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,725,723 | 24,611 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,788,537 | 27,635 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,939,602 | 27,610 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,915,746 | 27,533 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,943,923 | 27,222 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,845,996 | 27,147 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,934,355 | 27,126 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,350,716 | 18,628 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,275,930 | 18,605 | Shares | Sole | 2022-03-17 | |
| 2021-09-30 | $96,177 | 1,552 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,076,291 | 17,787 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $979,517 | 15,758 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $961,870 | 15,658 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $777,243 | 14,335 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $627,696 | 12,106 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $717,842 | 13,259 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||