Crossmark Global Holdings, Inc.

Position in SO — Southern Co

CIK 1539204 HOUSTON, TX

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Position in SO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$28,955,433

+$966,660 QoQ

Shares Held

302,533

+4.3% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#179

of 2,367 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Crossmark Global Holdings, Inc. holds $105,417,113 across 33 Utilities - Regulated Electric names. SO ranks #1 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	302,533	$28,955,433
2	NGG	National Grid PLC	133,089	$11,029,085
3	NEE	Nextera Energy Inc	120,103	$10,541,440
4	CIG	Energy Co Of Minas Gerais	4,027,980	$8,458,758
5	DUK	Duke Energy CORP	56,438	$7,143,922
6	ED	Consolidated Edison Inc	28,421	$3,144,215
7	FTS	Fortis Inc.	53,607	$3,067,928
8	AEP	American Electric Power Co Inc	22,324	$3,054,146

All Filings in SO

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,955,433	302,533	+4.3%	Shares	Sole	2026-07-16
2026-03-31	$27,988,773	289,979	+2.5%	Shares	Sole	2026-05-11
2025-12-31	$24,678,908	283,015	+9.8%	Shares	Sole	2026-02-03
2025-09-30	$24,426,019	257,740	+3.0%	Shares	Sole	2025-11-12
2025-06-30	$22,975,957	250,201	-1.8%	Shares	Sole	2025-08-08
2025-03-31	$23,430,239	254,815	-0.6%	Shares	Sole	2025-04-30
2024-12-31 SOJD	$6,388,019	308,600	+0.5%	Shares	Sole	2025-01-16
2024-12-31	$21,094,417	256,249	+1.4%	Shares	Sole	2025-01-16
2024-09-30 SOJD	$7,290,506	307,098	+1.3%	Shares	Sole	2024-11-04
2024-09-30	$22,783,615	252,646	-2.1%	Shares	Sole	2024-11-04
2024-06-30 SOJD	$6,689,151	303,088	+1.9%	Shares	Sole	2024-07-29
2024-06-30	$20,021,204	258,105	+16.3%	Shares	Sole	2024-07-29
2024-03-31 SOJD	$6,840,283	297,533	+1.6%	Shares	Sole	2024-05-13
2024-03-31	$15,923,625	221,963	+5.5%	Shares	Sole	2024-05-13
2023-12-31 SOJD	$6,582,503	292,816	-0.3%	Shares	Sole	2024-02-13
2023-12-31	$14,754,228	210,414	+3.2%	Shares	Sole	2024-02-13
2023-09-30 SOJD	$6,181,984	293,681	+2.4%	Shares	Sole	2023-11-08
2023-09-30	$13,199,513	203,948	+1.3%	Shares	Sole	2023-11-08
2023-06-30 SOJD	$6,588,025	286,810	+4.9%	Shares	Sole	2023-07-31
2023-06-30	$14,149,965	201,423	-6.0%	Shares	Sole	2023-07-31
2023-03-31 SOJD	$6,177,664	273,348	+1.8%	Shares	Sole	2023-05-12
2023-03-31	$14,905,496	214,221	-0.1%	Shares	Sole	2023-05-12
2022-12-31 SOJD	$5,273,241	268,495	+2.3%	Shares	Sole	2023-01-19
2022-12-31	$15,307,447	214,360	+182.6%	Shares	Sole	2023-01-19
2022-09-30 SOJD	$5,417,380	262,470	+2.2%	Shares	Sole	2022-11-01
2022-09-30	$5,157,664	75,848	-1.5%	Shares	Sole	2022-11-01
2022-06-30 SOJD	$5,611,631	256,790	-3.9%	Shares	Sole	2022-07-29
2022-06-30	$5,490,227	76,991	+8.0%	Shares	Sole	2022-07-29
2022-03-31 SOJD	$6,450,310	267,315	+6.1%	Shares	Sole	2022-05-11
2022-03-31	$5,170,034	71,301	+4.8%	Shares	Sole	2022-05-11
2021-12-31 SOJD	$6,832,125	252,015	—	Shares	Sole	2022-01-10
2021-12-31	$4,666,251	68,041	-3.3%	Shares	Sole	2022-01-10
2021-09-30	$4,360,890	70,371	+1.4%	Shares	Sole	2021-10-21
2021-06-30	$4,198,788	69,390	+2.9%	Shares	Sole	2021-07-21
2021-03-31	$4,190,951	67,422	-1.1%	Shares	Sole	2021-04-15
2020-12-31	$4,187,805	68,172	-2.4%	Shares	Sole	2021-01-14
2020-09-30	$3,788,188	69,867	+0.0%	Shares	Sole	2020-10-08
2020-06-30	$3,620,996	69,836	+10.0%	Shares	Sole	2020-08-14
2020-03-31	$3,435,995	63,465	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.