Stamos Capital Partners, L.P.

Position in SO — Southern Co

CIK 1705399 Menlo Park, CA

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,279,429

-$34,541 QoQ

Shares Held

23,816

-0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#713

of 2,360 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Stamos Capital Partners, L.P. holds $17,057,018 across 5 Utilities - Regulated Electric names. SO ranks #4 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	88,811	$7,794,941
2	AEP	American Electric Power Co Inc	17,410	$2,381,862
3	D	Dominion Energy, Inc	34,667	$2,367,409
4	SO	Southern Co This page	23,816	$2,279,429
5	DUK	Duke Energy CORP	17,644	$2,233,377

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,279,429	23,816	-0.7%	Shares	Sole	2026-08-13
2026-03-31	$2,313,970	23,974	-10.7%	Shares	Sole	2026-05-14
2025-12-31	$2,340,360	26,839	+53.7%	Shares	Sole	2026-02-12
2025-09-30	$1,654,589	17,459	-32.9%	Shares	Sole	2025-11-13
2025-06-30	$2,389,141	26,017	+22.2%	Shares	Sole	2025-08-14
2025-03-31	$1,956,971	21,283	-21.9%	Shares	Sole	2025-05-14
2024-12-31	$2,244,043	27,260	+20.0%	Shares	Sole	2025-02-13
2024-09-30	$2,047,987	22,710	-33.3%	Shares	Sole	2024-11-13
2024-06-30	$2,642,809	34,070	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.