Marietta Wealth Management, LLC

Position in SO — Southern Co

CIK 1697847 MARIETTA, GA

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$7,438,006

+$248,328 QoQ

Shares Held

77,714

+4.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#387

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

Marietta Wealth Management, LLC holds $17,089,178 across 3 Utilities - Regulated Electric names. SO ranks #2 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	107,304	$9,418,072
2	SO	Southern Co This page	77,714	$7,438,006
3	EXC	Exelon Corp	5,000	$233,100

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,438,006	77,714	+4.3%	Shares	Sole	2026-08-03
2026-03-31	$7,189,678	74,489	+4.2%	Shares	Sole	2026-04-21
2025-12-31	$6,235,584	71,509	+3.8%	Shares	Sole	2026-01-28
2025-09-30	$6,531,169	68,916	+5.1%	Shares	Sole	2025-10-20
2025-06-30	$6,021,384	65,571	+2.3%	Shares	Sole	2025-07-22
2025-03-31	$5,895,006	64,111	+450.7%	Shares	Sole	2025-04-22
2024-12-31	$958,369	11,642	+0.5%	Shares	Sole	2025-01-24
2024-09-30	$1,044,194	11,579	-7.8%	Shares	Sole	2024-10-22
2024-06-30	$974,511	12,563	+43.0%	Shares	Sole	2024-07-19
2024-03-31	$630,092	8,783	+0.2%	Shares	Sole	2024-04-25
2023-12-31	$614,461	8,763	+28.5%	Shares	Sole	2024-01-30
2023-09-30	$441,196	6,817	-20.5%	Shares	Sole	2023-10-30
2023-06-30	$602,253	8,573	+25.8%	Shares	Sole	2023-07-18
2023-03-31	$474,326	6,817	-1.1%	Shares	Sole	2023-04-27
2022-12-31	$492,157	6,892	0.0%	Shares	Sole	2023-01-30
2022-09-30	$468,656	6,892	0.0%	Shares	Sole	2022-10-20
2022-06-30	$491,468	6,892	0.0%	Shares	Sole	2022-08-08
2022-03-31	$499,738	6,892	0.0%	Shares	Sole	2022-04-12
2021-12-31	$472,653	6,892	-5.0%	Shares	Sole	2022-01-28
2021-09-30	$449,654	7,256	-8.8%	Shares	Sole	2021-11-12
2021-06-30	$481,417	7,956	+9.6%	Shares	Sole	2021-08-12
2021-03-31	$451,281	7,260	+0.1%	Shares	Sole	2021-05-06
2020-12-31	$445,736	7,256	-30.7%	Shares	Sole	2021-02-09
2020-09-30	$567,737	10,471	0.0%	Shares	Sole	2020-11-04
2020-06-30	$542,921	10,471	-6.1%	Shares	Sole	2020-08-05
2020-03-31	$603,661	11,150	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.