Van Hulzen Asset Management, LLC

Position in SO — Southern Co

CIK 1600145 EL DORADO HILLS, CA

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$595,411

+$15,230 QoQ

Shares Held

6,221

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,309

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

Van Hulzen Asset Management, LLC holds $14,020,416 across 5 Utilities - Regulated Electric names. SO ranks #2 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	267,381	$12,465,302
2	SO	Southern Co This page	6,221	$595,411
3	NEE	Nextera Energy Inc	4,683	$411,026
4	DUK	Duke Energy CORP	2,644	$334,677
5	PNW	Pinnacle West Capital Corp	2,000	$214,000

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$595,411	6,221	+3.5%	Shares	Sole	2026-08-13
2026-03-31	$580,181	6,011	-9.1%	Shares	Sole	2026-05-14
2025-12-31	$576,479	6,611	-2.9%	Shares	Sole	2026-02-06
2025-09-30	$645,478	6,811	-0.6%	Shares	Sole	2025-11-13
2025-06-30	$628,943	6,849	+1.2%	Shares	Sole	2025-08-13
2025-03-31	$622,593	6,771	+0.0%	Shares	Sole	2025-05-14
2024-12-31	$557,306	6,770	0.0%	Shares	Sole	2025-02-10
2024-09-30	$610,518	6,770	-1.4%	Shares	Sole	2024-11-12
2024-06-30	$532,440	6,864	0.0%	Shares	Sole	2024-08-07
2024-03-31	$492,423	6,864	-4.1%	Shares	Sole	2024-05-06
2023-12-31	$502,059	7,160	+1.4%	Shares	Sole	2024-02-07
2023-09-30	$456,923	7,060	-3.3%	Shares	Sole	2023-11-07
2023-06-30	$513,035	7,303	+3.8%	Shares	Sole	2023-08-03
2023-03-31	$489,356	7,033	+5.6%	Shares	Sole	2023-04-28
2022-12-31	$475,447	6,658	+0.5%	Shares	Sole	2023-02-13
2022-09-30	$450,568	6,626	-87.0%	Shares	Sole	2022-11-08
2022-06-30	$3,623,617	50,815	+783.1%	Shares	Sole	2022-08-04
2022-03-31	$417,222	5,754	0.0%	Shares	Sole	2022-05-20
2021-12-31	$394,609	5,754	+9.5%	Shares	Sole	2022-02-04
2021-09-30	$325,590	5,254	0.0%	Shares	Sole	2021-11-12
2021-06-30	$317,919	5,254	-5.4%	Shares	Sole	2021-08-06
2021-03-31	$345,236	5,554	-8.0%	Shares	Sole	2021-05-12
2020-12-31	$370,668	6,034	0.0%	Shares	Sole	2021-02-16
2020-09-30	$327,163	6,034	0.0%	Shares	Sole	2020-11-03
2020-06-30	$312,862	6,034	-2.4%	Shares	Sole	2020-08-11
2020-03-31	$334,585	6,180	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.