Core Alternative Capital

Position in SO — Southern Co

CIK 1776878 PEACHTREE CORNERS, GA

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,201,264

-$758,652 QoQ

Shares Held

54,344

-12.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.56%

of 13F equity value

Holder Rank

#466

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Utilities · as of Jun 30, 2026

Core Alternative Capital holds $9,871,679 across 3 Utilities - Regulated Electric names. SO ranks #1 (52.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	54,344	$5,201,264
2	NEE	Nextera Energy Inc	53,062	$4,657,251
3	DUK	Duke Energy CORP	104	$13,164

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,201,264	54,344	-12.0%	Shares	Sole	2026-08-14
2026-03-31	$5,959,916	61,748	-7.1%	Shares	Sole	2026-04-30
2025-12-31	$5,795,050	66,457	-2.1%	Shares	Sole	2026-02-02
2025-09-30	$6,429,954	67,848	-12.1%	Shares	Sole	2025-11-03
2025-06-30	$7,091,755	77,227	-12.5%	Shares	Sole	2025-08-05
2025-03-31	$8,111,277	88,214	-17.0%	Shares	Sole	2025-04-29
2024-12-31	$8,750,945	106,304	-4.6%	Shares	Sole	2025-01-29
2024-09-30	$10,048,126	111,423	-8.6%	Shares	Sole	2024-11-14
2024-06-30	$9,460,514	121,961	-10.1%	Shares	Sole	2024-08-16
2024-03-31	$9,727,441	135,593	-7.2%	Shares	Sole	2024-05-15
2023-12-31	$10,242,638	146,073	-19.8%	Shares	Sole	2024-02-14
2023-09-30	$11,781,305	182,035	-8.1%	Shares	Sole	2023-10-19
2023-06-30	$13,909,289	197,997	-12.4%	Shares	Sole	2023-07-27
2023-03-31	$15,719,096	225,914	+4.6%	Shares	Sole	2023-04-18
2022-12-31	$15,415,705	215,876	-3.8%	Shares	Sole	2023-01-31
2022-09-30	$15,257,636	224,377	+56.8%	Shares	Sole	2022-10-18
2022-06-30	$10,202,107	143,067	+21.1%	Shares	Sole	2022-08-01
2022-03-31	$8,569,739	118,187	-12.4%	Shares	Sole	2022-05-10
2021-12-31	$9,253,362	134,928	-2.1%	Shares	Sole	2022-02-11
2021-09-30	$8,539,342	137,798	+14.7%	Shares	Sole	2021-11-05
2021-06-30	$7,270,881	120,160	+17.6%	Shares	Sole	2021-08-05
2021-03-31	$6,353,000	102,204	+4.8%	Shares	Sole	2021-05-13
2020-12-31	$5,988,994	97,493	-6.1%	Shares	Sole	2021-02-12
2020-09-30	$5,631,506	103,864	-3.3%	Shares	Sole	2020-10-09
2020-06-30	$5,569,934	107,424	-6.8%	Shares	Sole	2020-07-13
2020-03-31	$6,238,173	115,223	—	Shares	Sole	2020-06-09
No filing history on record for this holder in this stock.