Nicholas Hoffman & Company, LLC.

Position in SO — Southern Co

CIK 1678953 ATLANTA, GA

Position in SO

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

Position Value

$7,028,272

-$71,256 QoQ

Shares Held

73,433

-0.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#407

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Nicholas Hoffman & Company, LLC. holds $10,943,277 across 4 Utilities - Regulated Electric names. SO ranks #1 (64.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	73,433	$7,028,272
2	DUK	Duke Energy CORP	18,043	$2,283,882
3	ED	Consolidated Edison Inc	7,564	$836,805
4	NEE	Nextera Energy Inc	9,050	$794,318

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,028,272	73,433	-0.2%	Shares	Sole	2026-08-04
2026-03-31	$7,099,528	73,555	+0.2%	Shares	Sole	2026-04-29
2025-12-31	$6,403,357	73,433	+0.8%	Shares	Sole	2026-02-02
2025-09-30	$6,905,036	72,861	-0.0%	Shares	Sole	2025-11-12
2025-06-30	$6,694,131	72,897	-0.0%	Shares	Sole	2025-08-06
2025-03-31	$6,703,430	72,903	+123.0%	Shares	Sole	2025-06-23
2024-12-31	$2,691,370	32,694	-0.7%	Shares	Sole	2025-06-23
2024-09-30	$2,968,996	32,923	+0.0%	Shares	Sole	2025-06-23
2024-06-30	$2,552,595	32,907	-1.2%	Shares	Sole	2024-08-02
2024-03-31	$2,388,942	33,300	-2.6%	Shares	Sole	2024-04-22
2023-12-31	$2,397,823	34,196	+2.0%	Shares	Sole	2024-02-01
2023-09-30	$2,170,061	33,530	+3.2%	Shares	Sole	2023-11-06
2023-06-30	$2,281,439	32,476	+0.4%	Shares	Sole	2023-08-09
2023-03-31	$2,250,913	32,350	-1.9%	Shares	Sole	2023-05-15
2022-12-31	$2,354,887	32,977	-0.4%	Shares	Sole	2023-02-13
2022-09-30	$2,252,500	33,125	+0.0%	Shares	Sole	2022-11-04
2022-06-30	$2,361,430	33,115	+0.0%	Shares	Sole	2022-08-09
2022-03-31	$2,400,371	33,104	+1.3%	Shares	Sole	2022-05-10
2021-12-31	$2,240,782	32,674	-2.3%	Shares	Sole	2022-02-10
2021-09-30	$2,072,400	33,442	-0.7%	Shares	Sole	2021-11-04
2021-06-30	$2,037,190	33,667	+2.9%	Shares	Sole	2021-08-10
2021-03-31	$2,033,440	32,713	-4.4%	Shares	Sole	2021-05-11
2020-12-31	$2,102,011	34,218	+4.3%	Shares	Sole	2021-02-11
2020-09-30	$1,778,361	32,799	-4.7%	Shares	Sole	2020-11-12
2020-06-30	$1,784,521	34,417	+11.6%	Shares	Sole	2020-08-12
2020-03-31	$1,669,731	30,841	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.