INVESTMENT HOUSE LLC

Position in SO — Southern Co

CIK 1566030 REDONDO BEACH, CA

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$392,411

-$37,875 QoQ

Shares Held

4,100

-8.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,561

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Utilities · as of Jun 30, 2026

INVESTMENT HOUSE LLC holds $3,976,913 across 5 Utilities - Regulated Electric names. SO ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	19,900	$1,746,623
2	WEC	Wec Energy Group, Inc.	7,300	$852,421
3	AEP	American Electric Power Co Inc	4,566	$624,674
4	SO	Southern Co This page	4,100	$392,411
5	EIX	Edison International	4,846	$360,784

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$392,411	4,100	-8.0%	Shares	Sole	2026-07-31
2026-03-31	$430,286	4,458	0.0%	Shares	Sole	2026-04-29
2025-12-31	$388,737	4,458	0.0%	Shares	Sole	2026-02-06
2025-09-30	$422,484	4,458	0.0%	Shares	Sole	2025-10-31
2025-06-30	$409,378	4,458	0.0%	Shares	Sole	2025-08-14
2025-03-31	$409,913	4,458	0.0%	Shares	Sole	2025-05-08
2024-12-31	$366,982	4,458	0.0%	Shares	Sole	2025-02-11
2024-09-30	$402,022	4,458	+0.1%	Shares	Sole	2024-11-07
2024-06-30	$345,574	4,455	+0.1%	Shares	Sole	2024-07-22
2024-03-31	$319,386	4,452	+0.6%	Shares	Sole	2024-05-02
2023-12-31	$310,210	4,424	+0.1%	Shares	Sole	2024-02-05
2023-09-30	$286,127	4,421	+0.1%	Shares	Sole	2023-11-09
2023-06-30	$310,364	4,418	+0.1%	Shares	Sole	2023-08-08
2023-03-31	$307,126	4,414	+0.1%	Shares	Sole	2023-05-09
2022-12-31	$314,989	4,411	+0.1%	Shares	Sole	2023-02-07
2022-09-30	$299,744	4,408	+0.1%	Shares	Sole	2022-10-31
2022-06-30	$314,120	4,405	+0.0%	Shares	Sole	2022-08-09
2022-03-31	$319,261	4,403	+0.1%	Shares	Sole	2022-04-14
2021-12-31	$301,752	4,400	+0.1%	Shares	Sole	2022-02-09
2021-09-30	$272,482	4,397	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$265,880	4,394	+0.1%	Shares	Sole	2021-07-20
2021-03-31	$272,944	4,391	+0.1%	Shares	Sole	2021-05-06
2020-12-31	$269,493	4,387	+0.0%	Shares	Sole	2021-01-13
2020-09-30	$237,754	4,385	+0.1%	Shares	Sole	2020-11-06
2020-06-30	$227,154	4,381	+0.1%	Shares	Sole	2020-07-13
2020-03-31	$237,024	4,378	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.