RED CEDAR INVESTMENT MANAGEMENT, LLC

Position in SO — Southern Co

CIK 1734398 GRAND RAPIDS, MI

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,808,367

+$502,900 QoQ

Shares Held

55,444

+24.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.60%

of 13F equity value

Holder Rank

#491

of 2,360 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

RED CEDAR INVESTMENT MANAGEMENT, LLC holds $11,762,237 across 3 Utilities - Regulated Electric names. SO ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	55,444	$4,808,367
2	NEE	Nextera Energy Inc	52,692	$4,624,776
3	WEC	Wec Energy Group, Inc.	19,946	$2,329,094

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 SOMN	$539,032	10,837	—	Shares	Sole	2026-08-12
2026-06-30	$4,269,335	44,607	0.0%	Shares	Sole	2026-08-12
2026-03-31	$4,305,467	44,607	-0.6%	Shares	Sole	2026-04-30
2025-12-31	$3,915,018	44,897	0.0%	Shares	Sole	2026-02-11
2025-09-30	$4,254,888	44,897	0.0%	Shares	Sole	2025-10-31
2025-06-30	$4,122,891	44,897	0.0%	Shares	Sole	2025-08-08
2025-03-31	$4,128,279	44,897	0.0%	Shares	Sole	2025-04-25
2024-12-31	$3,695,921	44,897	0.0%	Shares	Sole	2025-01-30
2024-09-30	$4,048,811	44,897	0.0%	Shares	Sole	2024-10-30
2024-06-30	$3,482,660	44,897	0.0%	Shares	Sole	2024-07-25
2024-03-31	$3,220,910	44,897	0.0%	Shares	Sole	2024-04-19
2023-12-31	$3,148,177	44,897	0.0%	Shares	Sole	2024-02-06
2023-09-30	$2,905,733	44,897	+1.0%	Shares	Sole	2023-10-30
2023-06-30	$3,123,877	44,468	+2.4%	Shares	Sole	2023-07-26
2023-03-31	$3,021,024	43,418	+51.0%	Shares	Sole	2023-04-26
2022-12-31	$2,053,680	28,759	+6.9%	Shares	Sole	2023-01-26
2022-09-30	$1,830,016	26,912	+23.0%	Shares	Sole	2022-10-27
2022-06-30	$1,560,761	21,887	+29.3%	Shares	Sole	2022-08-04
2022-03-31	$1,227,449	16,928	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.