Balentine LLC

Position in SO — Southern Co

CIK 1586678 ATLANTA, GA

Position in SO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$792,191

-$64,037 QoQ

Shares Held

8,277

-6.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,152

of 2,360 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Balentine LLC holds $1,089,731 across 2 Utilities - Regulated Electric names. SO ranks #1 (72.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co This page	8,277	$792,191
2	NEE	Nextera Energy Inc	3,390	$297,540

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$792,191	8,277	-6.7%	Shares	Sole	2026-08-06
2026-03-31	$856,228	8,871	-0.8%	Shares	Sole	2026-04-24
2025-12-31	$779,655	8,941	0.0%	Shares	Sole	2026-02-02
2025-09-30	$847,338	8,941	+1.1%	Shares	Sole	2025-11-07
2025-06-30	$811,869	8,841	-9.9%	Shares	Sole	2025-08-04
2025-03-31	$902,121	9,811	+85.0%	Shares	Sole	2025-05-05
2024-03-31	$380,365	5,302	-7.2%	Shares	Sole	2024-05-15
2023-12-31	$400,735	5,715	-12.4%	Shares	Sole	2024-02-09
2023-09-30	$422,103	6,522	+34.9%	Shares	Sole	2023-11-13
2023-06-30	$339,588	4,834	-36.5%	Shares	Sole	2023-08-14
2023-03-31	$529,782	7,614	-46.6%	Shares	Sole	2023-05-11
2022-12-31	$1,018,592	14,264	-45.7%	Shares	Sole	2023-01-31
2022-09-30	$1,787,108	26,281	-13.3%	Shares	Sole	2022-10-26
2022-06-30	$2,161,406	30,310	+78.7%	Shares	Sole	2022-10-26
2022-03-31	$1,230,059	16,964	+96.2%	Shares	Sole	2022-10-26
2021-12-31	$593,079	8,648	+115.0%	Shares	Sole	2022-10-26
2021-09-30	$249,243	4,022	+254.7%	Shares	Sole	2021-11-15
2020-06-30	$58,797	1,134	-51.4%	Shares	Sole	2020-08-14
2020-03-31	$126,254	2,332	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.