Shulman DeMeo Asset Management LLC

Position in SO — Southern Co

CIK 1767070 LAKE SUCCESS, NY

Position in SO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$826,838

-$7,094 QoQ

Shares Held

8,639

-0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,121

of 2,354 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Shulman DeMeo Asset Management LLC holds $2,905,490 across 5 Utilities - Regulated Electric names. SO ranks #1 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	8,639	$826,838
2	ED	Consolidated Edison Inc	7,212	$797,863
3	AEP	American Electric Power Co Inc	5,496	$751,907
4	DUK	Duke Energy CORP	2,546	$322,272
5	NEE	Nextera Energy Inc	2,354	$206,610

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$826,838	8,639	-0.0%	Shares	Sole	2026-07-08
2026-03-31	$833,932	8,640	-0.2%	Shares	Sole	2026-04-09
2025-12-31	$755,152	8,660	-0.3%	Shares	Sole	2026-01-14
2025-09-30	$822,887	8,683	+1.5%	Shares	Sole	2025-10-17
2025-06-30	$785,330	8,552	-4.0%	Shares	Sole	2025-07-15
2025-03-31	$819,182	8,909	+1.1%	Shares	Sole	2025-04-09
2024-12-31	$725,568	8,814	-0.1%	Shares	Sole	2025-01-15
2024-09-30	$795,928	8,826	+0.4%	Shares	Sole	2024-10-15
2024-06-30	$681,607	8,787	+1.9%	Shares	Sole	2024-07-17
2024-03-31	$618,542	8,622	-1.6%	Shares	Sole	2024-04-16
2023-12-31	$614,251	8,760	+40.0%	Shares	Sole	2024-01-11
2023-09-30	$404,953	6,257	-2.1%	Shares	Sole	2023-10-19
2023-06-30	$448,897	6,390	+1.4%	Shares	Sole	2023-07-27
2023-03-31	$438,493	6,302	-0.6%	Shares	Sole	2023-04-14
2022-12-31	$452,810	6,341	-0.1%	Shares	Sole	2023-01-24
2022-09-30	$431,732	6,349	-0.4%	Shares	Sole	2022-10-18
2022-06-30	$454,672	6,376	+1.2%	Shares	Sole	2022-07-22
2022-03-31	$457,030	6,303	+9.8%	Shares	Sole	2022-04-27
2021-12-31	$393,717	5,741	+13.2%	Shares	Sole	2022-01-28
2021-09-30	$314,249	5,071	+0.7%	Shares	Sole	2021-10-26
2021-03-31	$312,975	5,035	+22.5%	Shares	Sole	2021-04-26
2020-12-31	$252,415	4,109	—	Shares	Sole	2021-01-13
No filing history on record for this holder in this stock.