Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,947,824
-$464,728 QoQ
Shares Held
51,696
-7.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#477
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Baugh & Associates, LLC holds $11,297,193 across 2 Utilities - Regulated Electric names. SO ranks #2 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
72,341 | $6,349,369 | |
| 2 | SO |
Southern Co
This page
|
51,696 | $4,947,824 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,947,824 | 51,696 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,412,552 | 56,077 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,918,952 | 56,410 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,453,255 | 57,542 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,399,879 | 58,803 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,653,637 | 61,486 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,061,856 | 61,490 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,545,438 | 61,493 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,753,722 | 61,283 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,570,842 | 63,714 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,511,801 | 64,344 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,211,071 | 65,066 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,423,923 | 62,974 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,311,872 | 61,970 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,134,924 | 57,904 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,941,212 | 57,959 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $4,136,621 | 58,009 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,250,463 | 58,619 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,034,149 | 58,824 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,645,323 | 58,824 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,560,650 | 58,844 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $3,690,750 | 59,375 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $3,644,519 | 59,328 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,275,267 | 60,407 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $3,158,753 | 60,921 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $3,250,349 | 60,036 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||