Garner Asset Management Corp

Position in SO — Southern Co

CIK 1714093 PLANO, TX

Position in SO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$733,999

-$1,579 QoQ

Shares Held

7,669

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,194

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

Garner Asset Management Corp holds $4,216,328 across 5 Utilities - Regulated Electric names. SO ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	34,502	$2,356,141
2	SO	Southern Co This page	7,669	$733,999
3	DUK	Duke Energy CORP	3,791	$479,864
4	EVRG	Evergy, Inc.	4,857	$419,790
5	NEE	Nextera Energy Inc	2,581	$226,534

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$733,999	7,669	+0.6%	Shares	Sole	2026-08-07
2026-03-31	$735,578	7,621	-0.7%	Shares	Sole	2026-04-29
2025-12-31	$668,998	7,672	-9.3%	Shares	Sole	2026-02-03
2025-09-30	$801,564	8,458	+13.4%	Shares	Sole	2025-11-10
2025-06-30	$684,684	7,456	-22.5%	Shares	Sole	2025-08-13
2025-03-31	$884,926	9,624	+0.3%	Shares	Sole	2025-05-06
2024-12-31	$789,695	9,593	+0.0%	Shares	Sole	2025-02-13
2024-09-30	$864,826	9,590	-1.8%	Shares	Sole	2024-11-12
2024-06-30	$757,626	9,767	+11.4%	Shares	Sole	2024-08-12
2024-03-31	$628,801	8,765	-10.6%	Shares	Sole	2024-05-16
2023-12-31	$687,246	9,801	+2.2%	Shares	Sole	2024-02-14
2023-09-30	$620,600	9,589	-5.9%	Shares	Sole	2023-11-14
2023-06-30	$715,636	10,187	-37.1%	Shares	Sole	2023-08-15
2023-03-31	$1,126,152	16,185	-1.2%	Shares	Sole	2023-05-15
2022-12-31	$1,169,910	16,383	-1.1%	Shares	Sole	2023-02-14
2022-09-30	$1,126,148	16,561	-15.0%	Shares	Sole	2022-11-14
2022-06-30	$1,389,760	19,489	+10.4%	Shares	Sole	2022-07-29
2022-03-31	$1,280,019	17,653	-4.3%	Shares	Sole	2022-04-29
2021-12-31	$1,265,438	18,452	+0.0%	Shares	Sole	2022-01-31
2021-09-30	$1,143,408	18,451	+0.0%	Shares	Sole	2021-10-29
2021-06-30	$1,116,409	18,450	+0.0%	Shares	Sole	2021-08-03
2021-03-31	$1,146,789	18,449	-0.7%	Shares	Sole	2021-04-30
2020-12-31	$1,141,185	18,577	+0.0%	Shares	Sole	2021-01-29
2020-09-30	$1,007,136	18,575	+0.0%	Shares	Sole	2020-10-30
2020-06-30	$963,061	18,574	+4.3%	Shares	Sole	2020-07-27
2020-03-31	$964,395	17,813	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.