Camelot Portfolios, LLC

Position in SO — Southern Co

CIK 1569766 Maumee, OH

Position in SO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$210,562

-$1,782 QoQ

Shares Held

2,200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,006

of 2,359 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Camelot Portfolios, LLC holds $2,877,014 across 4 Utilities - Regulated Electric names. SO ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ES	Eversource Energy	17,311	$1,251,065
2	DUK	Duke Energy CORP	6,473	$819,352
3	D	Dominion Energy, Inc	8,728	$596,035
4	SO	Southern Co This page	2,200	$210,562

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,562	2,200	0.0%	Shares	Sole	2026-07-17
2026-03-31	$212,344	2,200	0.0%	Shares	Sole	2026-05-08
2025-12-31	$191,840	2,200	0.0%	Shares	Sole	2026-01-29
2025-09-30	$208,494	2,200	0.0%	Shares	Sole	2025-11-17
2025-06-30	$202,026	2,200	0.0%	Shares	Sole	2025-07-17
2025-03-31	$202,290	2,200	0.0%	Shares	Sole	2025-05-13
2024-06-30	$170,654	2,200	-50.2%	Shares	Sole	2024-08-12
2022-03-31	$320,276	4,417	-17.8%	Shares	Sole	2022-04-20
2021-12-31	$368,617	5,375	+19.7%	Shares	Sole	2022-01-04
2021-09-30	$278,307	4,491	-10.3%	Shares	Sole	2021-11-04
2021-06-30	$302,852	5,005	-48.5%	Shares	Sole	2021-07-28
2021-03-31	$604,381	9,723	+24.9%	Shares	Sole	2021-04-21
2020-12-31	$478,109	7,783	-7.2%	Shares	Sole	2021-01-27
2020-09-30	$454,960	8,391	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.