St. Johns Investment Management Company, LLC

Position in SO — Southern Co

CIK 1605522 JACKSONVILLE, FL

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Position in SO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,000,552

+$5,431 QoQ

Shares Held

10,454

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,022

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

St. Johns Investment Management Company, LLC holds $2,413,812 across 5 Utilities - Regulated Electric names. SO ranks #2 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	13,918	$1,221,582
2	SO	Southern Co This page	10,454	$1,000,552
3	PEG	Public Service Enterprise Group Inc	1,500	$121,740
4	WEC	Wec Energy Group, Inc.	580	$67,726
5	ED	Consolidated Edison Inc	20	$2,212

All Filings in SO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,000,552	10,454	+1.4%	Shares	Sole	2026-08-04
2026-03-31	$995,121	10,310	+2.5%	Shares	Sole	2026-04-28
2025-12-31	$877,319	10,061	+5.0%	Shares	Sole	2026-01-29
2025-09-30	$908,086	9,582	+8.1%	Shares	Sole	2025-10-27
2025-06-30	$814,348	8,868	-0.9%	Shares	Sole	2025-07-30
2025-03-31	$822,584	8,946	-1.9%	Shares	Sole	2025-04-23
2024-12-31	$750,923	9,122	-7.0%	Shares	Sole	2025-01-21
2024-09-30	$884,846	9,812	-2.4%	Shares	Sole	2024-10-23
2024-06-30	$779,966	10,055	-2.6%	Shares	Sole	2024-07-25
2024-03-31	$740,930	10,328	+10.2%	Shares	Sole	2024-04-15
2023-12-31	$657,024	9,370	-2.6%	Shares	Sole	2024-02-07
2023-09-30	$622,412	9,617	-0.4%	Shares	Sole	2023-10-13
2023-06-30	$678,263	9,655	-0.8%	Shares	Sole	2023-07-20
2023-03-31	$677,361	9,735	-1.6%	Shares	Sole	2023-05-04
2022-12-31	$706,459	9,893	+0.9%	Shares	Sole	2023-02-10
2022-09-30	$666,740	9,805	+0.1%	Shares	Sole	2022-11-02
2022-06-30	$698,838	9,800	-3.4%	Shares	Sole	2022-08-03
2022-03-31	$735,903	10,149	+1.4%	Shares	Sole	2022-04-20
2021-12-31	$686,622	10,012	-3.3%	Shares	Sole	2022-02-08
2021-09-30	$641,575	10,353	-2.6%	Shares	Sole	2021-11-04
2021-06-30	$643,100	10,628	+1.7%	Shares	Sole	2021-08-04
2021-03-31	$649,696	10,452	+15.6%	Shares	Sole	2021-04-30
2020-12-31	$555,634	9,045	-8.2%	Shares	Sole	2021-02-05
2020-09-30	$533,958	9,848	+1.1%	Shares	Sole	2020-10-23
2020-06-30	$504,863	9,737	-0.8%	Shares	Sole	2020-07-27
2020-03-31	$531,167	9,811	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.