Telos Capital Management, Inc.

Position in SO — Southern Co

CIK 1567889 SAN DIEGO, CA

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$6,940,027

+$99,462 QoQ

Shares Held

72,511

+2.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#411

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Telos Capital Management, Inc. holds $22,898,343 across 4 Utilities - Regulated Electric names. SO ranks #3 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	58,400	$7,989,704
2	NEE	Nextera Energy Inc	87,769	$7,703,485
3	SO	Southern Co This page	72,511	$6,940,027
4	EXC	Exelon Corp	5,687	$265,127

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,940,027	72,511	+2.3%	Shares	Sole	2026-07-22
2026-03-31	$6,840,565	70,872	-1.2%	Shares	Sole	2026-04-17
2025-12-31	$6,254,856	71,730	+2.0%	Shares	Sole	2026-01-22
2025-09-30	$6,666,216	70,341	+1.2%	Shares	Sole	2025-11-04
2025-06-30	$6,384,113	69,521	+0.6%	Shares	Sole	2025-08-05
2025-03-31	$6,354,020	69,103	+1.5%	Shares	Sole	2025-04-30
2024-12-31	$5,602,287	68,055	+2.0%	Shares	Sole	2025-01-27
2024-09-30	$6,014,104	66,690	-11.2%	Shares	Sole	2024-10-21
2024-06-30	$5,826,748	75,116	-0.5%	Shares	Sole	2024-08-01
2024-03-31	$5,413,356	75,458	+1.3%	Shares	Sole	2024-04-25
2023-12-31	$5,224,781	74,512	+4.1%	Shares	Sole	2024-01-31
2023-09-30	$4,630,327	71,544	+2.4%	Shares	Sole	2023-11-01
2023-06-30	$4,907,805	69,862	-1.2%	Shares	Sole	2023-07-21
2023-03-31	$4,918,818	70,693	+5.5%	Shares	Sole	2023-04-27
2022-12-31	$4,783,827	66,991	+20.9%	Shares	Sole	2023-01-27
2022-09-30	$3,767,948	55,411	-10.5%	Shares	Sole	2022-10-31
2022-06-30	$4,412,805	61,882	-1.2%	Shares	Sole	2022-08-08
2022-03-31	$4,542,171	62,642	+2.8%	Shares	Sole	2022-05-02
2021-12-31	$4,178,373	60,927	+1.1%	Shares	Sole	2022-01-21
2021-09-30	$3,735,365	60,277	+6.8%	Shares	Sole	2021-10-19
2021-06-30	$3,416,394	56,460	+0.5%	Shares	Sole	2021-07-15
2021-03-31	$3,493,702	56,205	+9.4%	Shares	Sole	2021-04-28
2020-12-31	$3,155,044	51,360	+4.7%	Shares	Sole	2021-02-02
2020-09-30	$2,660,195	49,063	+16.6%	Shares	Sole	2020-10-27
2020-06-30	$2,181,122	42,066	+17.9%	Shares	Sole	2020-07-23
2020-03-31	$1,931,498	35,676	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.