BROOKS, MOORE & ASSOCIATES, INC.

Position in SO — Southern Co

CIK 1767040 CHATTANOOGA, TN

Position in SO

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,361,452

-$10,333 QoQ

Shares Held

24,673

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#702

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BROOKS, MOORE & ASSOCIATES, INC. holds $5,732,476 across 4 Utilities - Regulated Electric names. SO ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	24,673	$2,361,452
2	DUK	Duke Energy CORP	12,547	$1,588,199
3	NEE	Nextera Energy Inc	17,845	$1,566,255
4	AEP	American Electric Power Co Inc	1,583	$216,570

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,361,452	24,673	+0.4%	Shares	Sole	2026-08-17
2026-03-31	$2,371,785	24,573	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$2,147,125	24,623	+27.4%	Shares	Sole	2026-02-17
2025-09-30	$1,831,998	19,331	+1.1%	Shares	Sole	2025-11-17
2025-06-30	$1,756,065	19,123	+2.1%	Shares	Sole	2025-08-15
2025-03-31	$1,721,579	18,723	-1.1%	Shares	Sole	2025-05-14
2024-12-31	$1,557,741	18,923	-0.5%	Shares	Sole	2025-02-14
2024-09-30	$1,715,494	19,023	+0.4%	Shares	Sole	2024-11-14
2024-06-30	$1,470,416	18,956	0.0%	Shares	Sole	2024-08-15
2024-03-31	$1,359,903	18,956	-2.1%	Shares	Sole	2024-05-14
2023-12-31	$1,357,382	19,358	+0.3%	Shares	Sole	2024-02-15
2023-09-30	$1,249,484	19,306	-1.0%	Shares	Sole	2023-11-15
2023-06-30	$1,370,296	19,506	-0.5%	Shares	Sole	2023-08-15
2023-03-31	$1,364,185	19,606	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,400,064	19,606	+0.8%	Shares	Sole	2023-02-03
2022-09-30	$1,322,328	19,446	-2.0%	Shares	Sole	2022-11-17
2022-06-30	$1,415,218	19,846	-36.5%	Shares	Sole	2022-08-04
2022-03-31	$2,266,880	31,263	-5.5%	Shares	Sole	2022-05-03
2021-12-31	$2,269,175	33,088	-1.0%	Shares	Sole	2022-02-04
2021-09-30	$2,070,603	33,413	-0.2%	Shares	Sole	2021-11-08
2021-06-30	$2,025,874	33,480	-5.5%	Shares	Sole	2021-07-21
2021-03-31	$2,202,390	35,431	-6.7%	Shares	Sole	2021-05-04
2020-12-31	$2,331,637	37,956	-3.7%	Shares	Sole	2021-02-08
2020-09-30	$2,137,948	39,431	+11.9%	Shares	Sole	2020-11-02
2020-06-30	$1,826,727	35,231	+58.5%	Shares	Sole	2020-08-10
2020-03-31	$1,203,044	22,221	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.