GREATMARK INVESTMENT PARTNERS, INC.

Position in SO — Southern Co

CIK 1540944 COLUMBUS, GA

Position in SO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,964,669

-$52,633 QoQ

Shares Held

51,872

-0.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#476

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Utilities · as of Jun 30, 2026

GREATMARK INVESTMENT PARTNERS, INC. holds $6,256,796 across 4 Utilities - Regulated Electric names. SO ranks #1 (79.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	51,872	$4,964,669
2	DUK	Duke Energy CORP	4,721	$597,584
3	D	Dominion Energy, Inc	6,889	$470,449
4	AEP	American Electric Power Co Inc	1,638	$224,094

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,964,669	51,872	-0.2%	Shares	Sole	2026-07-24
2026-03-31	$5,017,302	51,982	+0.5%	Shares	Sole	2026-04-28
2025-12-31	$4,508,763	51,706	+1.0%	Shares	Sole	2026-01-27
2025-09-30	$4,851,560	51,193	-0.1%	Shares	Sole	2025-10-31
2025-06-30	$4,704,450	51,230	+2.9%	Shares	Sole	2025-07-30
2025-03-31	$4,577,730	49,785	-0.9%	Shares	Sole	2025-05-01
2024-12-31	$4,134,439	50,224	+5.4%	Shares	Sole	2025-02-10
2024-09-30	$4,295,634	47,634	-1.0%	Shares	Sole	2024-10-31
2024-06-30	$3,731,504	48,105	-0.5%	Shares	Sole	2024-08-08
2024-03-31	$3,468,844	48,353	+0.1%	Shares	Sole	2024-05-09
2023-12-31	$3,388,689	48,327	+0.9%	Shares	Sole	2024-02-05
2023-09-30	$3,098,987	47,883	+6.3%	Shares	Sole	2023-11-08
2023-06-30	$3,163,498	45,032	+15.0%	Shares	Sole	2023-08-02
2023-03-31	$2,723,848	39,147	-0.4%	Shares	Sole	2023-04-28
2022-12-31	$2,807,984	39,322	+0.5%	Shares	Sole	2023-01-30
2022-09-30	$2,660,296	39,122	-3.0%	Shares	Sole	2022-11-08
2022-06-30	$2,875,290	40,321	+1.8%	Shares	Sole	2022-07-28
2022-03-31	$2,871,758	39,605	+2.9%	Shares	Sole	2022-04-27
2021-12-31	$2,640,535	38,503	0.0%	Shares	Sole	2022-02-03
2021-09-30	$2,386,030	38,503	-4.8%	Shares	Sole	2021-11-02
2021-06-30	$2,446,116	40,425	+0.5%	Shares	Sole	2021-08-23
2021-03-31	$2,500,261	40,223	0.0%	Shares	Sole	2021-05-04
2020-12-31	$2,470,898	40,223	+5.5%	Shares	Sole	2021-02-08
2020-09-30	$2,066,974	38,122	-0.1%	Shares	Sole	2020-10-28
2020-06-30	$1,979,062	38,169	-0.6%	Shares	Sole	2020-08-04
2020-03-31	$2,078,651	38,394	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.