Fiduciary Group, LLC

Position in SO — Southern Co

CIK 1645890 SAVANNAH, GA

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$8,688,458

-$412,219 QoQ

Shares Held

90,779

-3.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#348

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Fiduciary Group, LLC holds $12,399,095 across 7 Utilities - Regulated Electric names. SO ranks #1 (70.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	90,779	$8,688,458
2	DUK	Duke Energy CORP	7,767	$983,146
3	NEE	Nextera Energy Inc	9,074	$796,424
4	EIX	Edison International	9,774	$727,674
5	D	Dominion Energy, Inc	6,481	$442,587
6	PEG	Public Service Enterprise Group Inc	5,401	$438,345
7	AEP	American Electric Power Co Inc	2,357	$322,461

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,688,458	90,779	-3.7%	Shares	Sole	2026-08-10
2026-03-31	$9,100,677	94,288	-2.4%	Shares	Sole	2026-05-11
2025-12-31	$8,420,380	96,564	+0.8%	Shares	Sole	2026-02-12
2025-09-30	$9,078,681	95,797	-0.4%	Shares	Sole	2025-11-12
2025-06-30	$8,828,719	96,142	-0.8%	Shares	Sole	2025-08-13
2025-03-31	$8,914,736	96,952	-2.5%	Shares	Sole	2025-04-28
2024-12-31	$8,188,123	99,467	-3.0%	Shares	Sole	2025-02-11
2024-09-30	$9,246,516	102,534	-2.8%	Shares	Sole	2024-11-13
2024-06-30	$8,184,177	105,507	-3.0%	Shares	Sole	2024-08-08
2024-03-31	$7,803,303	108,772	-0.3%	Shares	Sole	2024-05-13
2023-12-31	$7,649,881	109,097	-1.9%	Shares	Sole	2024-02-05
2023-09-30	$7,200,035	111,249	+0.2%	Shares	Sole	2023-11-13
2023-06-30	$7,799,014	111,018	-1.0%	Shares	Sole	2023-07-27
2023-03-31	$7,806,388	112,193	-0.6%	Shares	Sole	2023-05-15
2022-12-31	$8,062,903	112,910	+1.3%	Shares	Sole	2023-02-07
2022-09-30	$7,579,688	111,466	+2.0%	Shares	Sole	2022-11-14
2022-06-30	$7,791,687	109,265	+7.4%	Shares	Sole	2022-08-12
2022-03-31	$7,374,629	101,705	+14.0%	Shares	Sole	2022-05-13
2021-12-31	$6,117,816	89,207	+0.6%	Shares	Sole	2022-02-14
2021-09-30	$5,494,012	88,656	+3.3%	Shares	Sole	2021-10-27
2021-06-30	$5,192,121	85,806	+7.8%	Shares	Sole	2021-08-05
2021-03-31	$4,945,573	79,562	+17.7%	Shares	Sole	2021-05-03
2020-12-31	$4,151,623	67,583	+24.1%	Shares	Sole	2021-02-12
2020-09-30	$2,951,845	54,442	+29.1%	Shares	Sole	2020-11-12
2020-06-30	$2,186,358	42,167	+23.7%	Shares	Sole	2020-08-14
2020-03-31	$1,846,174	34,100	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.