Allred Capital Management, LLC

Position in SO — Southern Co

CIK 1765885 Dallas, TX

Position in SO

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

Position Value

$754,099

-$5,513 QoQ

Shares Held

7,879

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,178

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

Allred Capital Management, LLC holds $2,439,997 across 4 Utilities - Regulated Electric names. SO ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	8,820	$1,116,435
2	SO	Southern Co This page	7,879	$754,099
3	ED	Consolidated Edison Inc	3,314	$366,627
4	NEE	Nextera Energy Inc	2,311	$202,836

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$754,099	7,879	+0.1%	Shares	Sole	2026-08-12
2026-03-31	$759,612	7,870	+0.3%	Shares	Sole	2026-05-14
2025-12-31	$683,996	7,844	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$742,617	7,836	-0.3%	Shares	Sole	2025-11-13
2025-06-30	$721,875	7,861	-7.4%	Shares	Sole	2025-08-14
2025-03-31	$780,655	8,490	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$698,238	8,482	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$764,185	8,474	-9.9%	Shares	Sole	2024-11-13
2024-06-30	$729,235	9,401	-3.7%	Shares	Sole	2024-08-13
2024-03-31	$700,541	9,765	-1.6%	Shares	Sole	2024-04-16
2023-12-31	$695,520	9,919	-8.5%	Shares	Sole	2024-01-12
2023-09-30	$701,694	10,842	-1.2%	Shares	Sole	2023-11-08
2023-06-30	$771,204	10,978	-1.5%	Shares	Sole	2023-07-20
2023-03-31	$775,260	11,142	+2.4%	Shares	Sole	2023-05-10
2022-12-31	$777,155	10,883	+3.0%	Shares	Sole	2023-02-14
2022-09-30	$718,352	10,564	+0.0%	Shares	Sole	2022-10-27
2022-06-30	$753,176	10,562	-7.4%	Shares	Sole	2022-08-09
2022-03-31	$826,976	11,405	-0.7%	Shares	Sole	2022-05-05
2021-12-31	$787,572	11,484	-8.0%	Shares	Sole	2022-01-25
2021-09-30	$773,509	12,482	-2.7%	Shares	Sole	2021-10-12
2021-06-30	$776,524	12,833	-0.8%	Shares	Sole	2021-08-05
2021-03-31	$803,790	12,931	-22.7%	Shares	Sole	2021-05-06
2020-12-31	$1,027,048	16,719	-1.7%	Shares	Sole	2021-01-21
2020-09-30	$921,902	17,003	-16.3%	Shares	Sole	2020-10-14
2020-06-30	$1,053,592	20,320	+7.9%	Shares	Sole	2020-08-13
2020-03-31	$1,019,239	18,826	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.