Anchor Investment Management, LLC

Position in SO — Southern Co

CIK 1634149 COLUMBIA, SC

Position in SO

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$7,328,474

+$749,060 QoQ

Shares Held

75,927

+0.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Anchor Investment Management, LLC holds $25,291,361 across 20 Utilities - Regulated Electric names. SO ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	82,941	$10,860,294
2	SO	Southern Co This page	75,927	$7,328,474
3	NEE	Nextera Energy Inc	53,402	$4,959,977
4	D	Dominion Energy, Inc	11,988	$741,098
5	AEP	American Electric Power Co Inc	4,235	$555,123
6	FE	Firstenergy Corp	4,000	$202,640
7	ES	Eversource Energy	2,546	$176,386
8	ED	Consolidated Edison Inc	1,211	$137,060

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,328,474	75,927	+0.6%	Shares	Sole	2026-05-01
2025-12-31	$6,579,414	75,452	+0.2%	Shares	Sole	2026-02-26
2025-09-30	$7,136,086	75,299	-0.5%	Shares	Sole	2025-11-14
2025-06-30	$6,950,061	75,684	+0.9%	Shares	Sole	2025-08-19
2025-03-31	$6,894,686	74,983	-1.8%	Shares	Sole	2025-05-20
2024-12-31	$6,282,744	76,321	-0.8%	Shares	Sole	2025-02-13
2024-09-30	$6,939,531	76,952	+0.5%	Shares	Sole	2024-11-21
2024-06-30	$5,942,249	76,605	-0.7%	Shares	Sole	2024-09-20
2024-03-31	$5,531,799	77,109	+2.0%	Shares	Sole	2024-05-15
2023-12-31	$5,301,913	75,612	-0.8%	Shares	Sole	2024-01-02
2023-09-30	$4,932,958	76,220	-0.1%	Shares	Sole	2024-01-02
2023-06-30	$5,358,599	76,279	+12.2%	Shares	Sole	2024-01-02
2023-03-31	$4,731,718	68,004	-2.8%	Shares	Sole	2024-01-02
2022-12-31	$4,997,771	69,987	+1.9%	Shares	Sole	2024-01-02
2022-09-30	$4,670,444	68,683	-4.4%	Shares	Sole	2024-01-02
2022-06-30	$5,122,767	71,838	+0.6%	Shares	Sole	2024-01-02
2022-03-31	$5,179,824	71,436	+13.1%	Shares	Sole	2024-01-02
2021-12-31	$4,333,158	63,184	-2.1%	Shares	Sole	2024-01-02
2021-09-30	$3,997,994	64,515	+2.7%	Shares	Sole	2024-01-02
2021-06-30	$3,801,298	62,821	+1.3%	Shares	Sole	2024-01-02
2021-03-31	$3,856,095	62,035	+19.0%	Shares	Sole	2024-01-02
2020-12-31	$3,202,468	52,132	+7.1%	Shares	Sole	2024-01-02
2020-09-30	$2,638,562	48,664	+2.8%	Shares	Sole	2024-01-02
2020-06-30	$2,455,304	47,354	+0.8%	Shares	Sole	2024-01-02
2020-03-31	$2,544,201	46,993	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.