CAHABA WEALTH MANAGEMENT, INC.

Position in SO — Southern Co

CIK 1716399 Atlanta, GA

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$35,781,853

-$1,820,215 QoQ

Shares Held

373,857

-4.0% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

29.14%

of 13F equity value

Holder Rank

#154

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Utilities · as of Jun 30, 2026

CAHABA WEALTH MANAGEMENT, INC. holds $36,513,410 across 3 Utilities - Regulated Electric names. SO ranks #1 (98.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	373,857	$35,781,853
2	NEE	Nextera Energy Inc	5,085	$446,310
3	D	Dominion Energy, Inc	4,177	$285,247

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,781,853	373,857	-4.0%	Shares	Sole	2026-07-31
2026-03-31	$37,602,068	389,578	+14.7%	Shares	Sole	2026-04-29
2025-12-31	$29,621,578	339,697	-1.1%	Shares	Sole	2026-01-07
2025-09-30	$32,540,132	343,359	-2.1%	Shares	Sole	2025-10-17
2025-06-30	$32,218,463	350,849	+9.7%	Shares	Sole	2025-07-16
2025-03-31	$29,408,000	319,826	+14.9%	Shares	Sole	2025-05-01
2024-12-31	$22,922,250	278,453	+2.6%	Shares	Sole	2025-02-13
2024-09-30	$24,479,992	271,457	-0.9%	Shares	Sole	2024-10-18
2024-06-30	$21,257,593	274,044	-8.7%	Shares	Sole	2024-08-05
2024-03-31	$21,529,532	300,105	+1.3%	Shares	Sole	2024-04-22
2023-12-31	$20,775,223	296,281	+3.8%	Shares	Sole	2024-01-23
2023-09-30	$18,480,472	285,545	+7.7%	Shares	Sole	2023-10-18
2023-06-30	$18,630,651	265,205	+7.3%	Shares	Sole	2023-07-26
2023-03-31	$17,197,601	247,163	+5.4%	Shares	Sole	2023-05-04
2022-12-31	$16,738,932	234,406	+0.2%	Shares	Sole	2023-01-30
2022-09-30	$15,915,060	234,045	-0.2%	Shares	Sole	2022-10-19
2022-06-30	$16,727,757	234,578	-3.9%	Shares	Sole	2022-07-19
2022-03-31	$17,693,237	244,011	+24.1%	Shares	Sole	2022-05-05
2021-12-31	$13,482,210	196,591	+67.3%	Shares	Sole	2022-02-01
2021-09-30	$7,283,086	117,526	+3.6%	Shares	Sole	2021-10-15
2021-06-30	$6,863,286	113,424	+21.1%	Shares	Sole	2021-08-13
2021-03-31	$5,822,651	93,672	+10.5%	Shares	Sole	2021-05-06
2020-12-31	$5,206,806	84,760	+7.3%	Shares	Sole	2021-02-10
2020-09-30	$4,281,699	78,969	+110.1%	Shares	Sole	2020-10-27
2020-06-30	$1,948,471	37,579	-60.8%	Shares	Sole	2020-08-03
2020-03-31	$5,185,583	95,781	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.