Leelyn Smith, LLC

Position in SO — Southern Co

CIK 1777817 GENEVA, IL

Position in SO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,230,021

+$62,814 QoQ

Shares Held

33,748

+2.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#588

of 2,359 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Leelyn Smith, LLC holds $10,526,988 across 5 Utilities - Regulated Electric names. SO ranks #2 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	50,059	$3,418,529
2	SO	Southern Co This page	33,748	$3,230,021
3	PPL	PPL Corp	86,713	$3,152,017
4	NEE	Nextera Energy Inc	5,506	$483,261
5	DUK	Duke Energy CORP	1,921	$243,160

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,230,021	33,748	+2.8%	Shares	Sole	2026-07-24
2026-03-31	$3,167,207	32,814	+3.6%	Shares	Sole	2026-04-27
2025-12-31	$2,761,624	31,670	+0.0%	Shares	Sole	2026-01-28
2025-09-30	$3,001,081	31,667	+1.5%	Shares	Sole	2025-10-30
2025-06-30	$2,864,269	31,191	+1.0%	Shares	Sole	2025-07-31
2025-03-31	$2,840,887	30,896	-2.5%	Shares	Sole	2025-05-02
2024-12-31	$2,607,321	31,673	-1.1%	Shares	Sole	2025-02-10
2024-09-30	$2,888,645	32,032	+0.1%	Shares	Sole	2024-11-12
2024-06-30	$2,482,007	31,997	-2.0%	Shares	Sole	2024-08-08
2024-03-31	$2,343,387	32,665	+0.2%	Shares	Sole	2024-05-14
2023-12-31	$2,286,402	32,607	-5.1%	Shares	Sole	2024-02-09
2023-09-30	$2,223,326	34,353	+0.5%	Shares	Sole	2023-11-06
2023-06-30	$2,402,479	34,199	-4.7%	Shares	Sole	2023-08-10
2023-03-31	$2,497,643	35,896	+2.9%	Shares	Sole	2023-05-12
2022-12-31	$2,491,209	34,886	+10.8%	Shares	Sole	2023-02-10
2022-09-30	$2,140,708	31,481	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$2,249,616	31,547	+3.7%	Shares	Sole	2022-08-09
2022-03-31	$2,205,971	30,423	+3.9%	Shares	Sole	2022-05-11
2021-12-31	$2,007,130	29,267	-0.5%	Shares	Sole	2022-02-14
2021-09-30	$1,823,653	29,428	+0.9%	Shares	Sole	2021-11-12
2021-06-30	$1,765,137	29,171	+2.1%	Shares	Sole	2021-08-31
2021-03-31	$1,775,973	28,571	+7.4%	Shares	Sole	2021-05-05
2020-12-31	$1,634,898	26,614	+4.9%	Shares	Sole	2021-01-15
2020-09-30	$1,375,561	25,370	+0.1%	Shares	Sole	2020-11-05
2020-06-30	$1,314,501	25,352	-1.3%	Shares	Sole	2020-08-06
2020-03-31	$1,390,315	25,680	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.