Patten Group, Inc.

Position in SO — Southern Co

CIK 1633207 CHATTANOOGA, TN

Position in SO

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

Position Value

$970,690

+$214,360 QoQ

Shares Held

10,142

+29.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,031

of 2,354 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Patten Group, Inc. holds $7,011,296 across 4 Utilities - Regulated Electric names. SO ranks #4 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	37,780	$3,315,950
2	DUK	Duke Energy CORP	13,478	$1,706,044
3	D	Dominion Energy, Inc	14,916	$1,018,612
4	SO	Southern Co This page	10,142	$970,690

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$970,690	10,142	+29.4%	Shares	Sole	2026-08-06
2026-03-31	$756,330	7,836	+1.4%	Shares	Sole	2026-04-24
2025-12-31	$674,143	7,731	+35.6%	Shares	Sole	2026-01-23
2025-09-30	$540,378	5,702	+12.5%	Shares	Sole	2025-11-10
2025-06-30	$465,302	5,067	-28.4%	Shares	Sole	2025-07-30
2025-03-31	$650,454	7,074	-0.5%	Shares	Sole	2025-05-14
2024-12-31	$584,965	7,106	+2.6%	Shares	Sole	2025-02-06
2024-09-30	$624,767	6,928	+10.0%	Shares	Sole	2024-10-08
2024-06-30	$488,458	6,297	+2.5%	Shares	Sole	2024-07-25
2024-03-31	$440,770	6,144	+7.5%	Shares	Sole	2024-04-17
2023-12-31	$400,805	5,716	-0.1%	Shares	Sole	2024-01-10
2023-09-30	$370,263	5,721	0.0%	Shares	Sole	2023-10-12
2023-06-30	$401,900	5,721	0.0%	Shares	Sole	2023-07-26
2023-03-31	$398,067	5,721	0.0%	Shares	Sole	2023-04-06
2022-12-31	$408,536	5,721	+10.4%	Shares	Sole	2023-02-10
2022-09-30	$352,308	5,181	+74.3%	Shares	Sole	2022-10-13
2022-06-30	$211,933	2,972	-6.2%	Shares	Sole	2022-07-18
2022-03-31	$229,784	3,169	-4.5%	Shares	Sole	2022-04-28
2021-12-31	$227,617	3,319	0.0%	Shares	Sole	2022-01-20
2021-09-30	$205,678	3,319	0.0%	Shares	Sole	2021-11-15
2021-06-30	$200,832	3,319	0.0%	Shares	Sole	2021-08-03
2021-03-31	$206,309	3,319	0.0%	Shares	Sole	2021-04-23
2020-12-31	$203,886	3,319	-24.4%	Shares	Sole	2021-02-02
2020-09-30	$237,971	4,389	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.