PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

Position in SO — Southern Co

CIK 1773830 KNOXVILLE, TN

Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$407,916

-$3,452 QoQ

Shares Held

4,262

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,534

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. holds $1,027,189 across 3 Utilities - Regulated Electric names. SO ranks #1 (39.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	4,262	$407,916
2	DUK	Duke Energy CORP	3,026	$383,031
3	XEL	Xcel Energy Inc	2,942	$236,242

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$407,916	4,262	0.0%	Shares	Sole	2026-07-15
2026-03-31	$411,368	4,262	0.0%	Shares	Sole	2026-04-14
2025-12-31	$371,646	4,262	+27.2%	Shares	Sole	2026-01-23
2025-09-30	$317,479	3,350	-1.7%	Shares	Sole	2025-10-15
2025-06-30	$313,048	3,409	+6.6%	Shares	Sole	2025-07-15
2025-03-31	$294,148	3,199	-1.9%	Shares	Sole	2025-04-16
2024-12-31	$268,363	3,260	-20.7%	Shares	Sole	2025-01-21
2024-09-30	$370,639	4,110	0.0%	Shares	Sole	2024-10-11
2024-06-30	$318,812	4,110	-12.1%	Shares	Sole	2024-07-15
2024-03-31	$335,527	4,677	+7.7%	Shares	Sole	2024-04-17
2023-12-31	$304,531	4,343	-8.6%	Shares	Sole	2024-01-17
2023-09-30	$307,420	4,750	-0.9%	Shares	Sole	2023-10-17
2023-06-30	$336,638	4,792	+0.1%	Shares	Sole	2023-07-14
2023-03-31	$333,079	4,787	-3.7%	Shares	Sole	2023-04-19
2022-12-31	$355,121	4,973	-3.8%	Shares	Sole	2023-02-15
2022-09-30	$351,424	5,168	-1.8%	Shares	Sole	2022-11-03
2022-06-30	$375,375	5,264	+2.4%	Shares	Sole	2022-07-26
2022-03-31	$372,846	5,142	-8.8%	Shares	Sole	2022-05-02
2021-12-31	$386,654	5,638	+9.8%	Shares	Sole	2022-02-01
2021-09-30	$318,153	5,134	+0.1%	Shares	Sole	2021-10-20
2021-06-30	$310,355	5,129	-0.1%	Shares	Sole	2021-08-12
2021-03-31	$319,191	5,135	+9.5%	Shares	Sole	2021-04-29
2020-12-31	$288,168	4,691	-12.1%	Shares	Sole	2021-02-09
2020-09-30	$289,209	5,334	-2.3%	Shares	Sole	2020-10-23
2020-06-30	$283,049	5,459	+5.5%	Shares	Sole	2020-08-11
2020-03-31	$280,012	5,172	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.