Family Legacy, Inc.

Position in SO — Southern Co

CIK 1706016 GREENVILLE, SC

Position in SO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,516,576

-$25,128 QoQ

Shares Held

36,742

+0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#558

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 57% Shared 0% None 43%

Utilities · as of Jun 30, 2026

Family Legacy, Inc. holds $10,918,881 across 4 Utilities - Regulated Electric names. SO ranks #2 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	50,053	$6,335,708
2	SO	Southern Co This page	36,742	$3,516,576
3	AEP	American Electric Power Co Inc	6,280	$859,166
4	ED	Consolidated Edison Inc	1,875	$207,431

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,516,576	36,742	+0.1%	Shares	Sole	2026-08-06
2026-03-31	$3,541,704	36,694	+2.7%	Shares	Sole	2026-05-12
2025-12-31	$3,115,481	35,728	+0.2%	Shares	Sole	2026-02-04
2025-09-30	$3,379,687	35,662	+0.8%	Shares	Sole	2025-11-13
2025-06-30	$3,247,476	35,364	-1.1%	Shares	Sole	2025-07-23
2025-03-31	$3,288,132	35,760	-1.6%	Shares	Sole	2025-04-23
2024-12-31	$2,991,344	36,338	-0.1%	Shares	Sole	2025-02-12
2024-09-30	$3,281,469	36,388	-0.6%	Shares	Sole	2024-10-15
2024-06-30	$2,838,519	36,593	-0.5%	Shares	Sole	2024-07-24
2024-03-31	$2,638,095	36,773	-2.0%	Shares	Sole	2024-04-24
2023-12-31	$2,632,164	37,538	-0.1%	Shares	Sole	2024-01-17
2023-09-30	$2,433,083	37,594	-0.1%	Shares	Sole	2023-10-13
2023-06-30	$2,643,086	37,624	-0.3%	Shares	Sole	2023-08-07
2023-03-31	$2,624,835	37,724	+1.3%	Shares	Sole	2023-05-15
2022-12-31	$2,658,165	37,224	+1.7%	Shares	Sole	2023-02-14
2022-09-30	$2,489,208	36,606	-0.7%	Shares	Sole	2022-11-14
2022-06-30	$2,628,557	36,861	-0.6%	Shares	Sole	2022-07-22
2022-03-31	$2,688,743	37,081	-0.1%	Shares	Sole	2022-04-18
2021-12-31	$2,546,169	37,127	+4.1%	Shares	Sole	2022-01-18
2021-09-30	$2,209,540	35,655	-0.3%	Shares	Sole	2021-10-12
2021-06-30	$2,163,111	35,748	-0.1%	Shares	Sole	2021-07-28
2021-03-31	$2,223,401	35,769	-0.2%	Shares	Sole	2021-04-09
2020-12-31	$2,201,589	35,839	-13.3%	Shares	Sole	2021-02-08
2020-09-30	$2,241,617	41,343	0.0%	Shares	Sole	2020-10-09
2020-06-30	$2,143,634	41,343	-0.5%	Shares	Sole	2020-07-20
2020-03-31	$2,250,491	41,568	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.