Capital Square, LLC

Position in SO — Southern Co

CIK 1798736 ATHENS, TN

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,602,546

+$26,138 QoQ

Shares Held

27,192

+1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.21%

of 13F equity value

Holder Rank

#662

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Capital Square, LLC holds $4,084,211 across 4 Utilities - Regulated Electric names. SO ranks #1 (63.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	27,192	$2,602,546
2	DUK	Duke Energy CORP	6,942	$878,718
3	LNT	Alliant Energy Corp	4,202	$320,570
4	EXC	Exelon Corp	6,057	$282,377

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,602,546	27,192	+1.9%	Shares	Sole	2026-08-13
2026-03-31	$2,576,408	26,693	+0.4%	Shares	Sole	2026-05-11
2025-12-31	$2,317,776	26,580	+1.4%	Shares	Sole	2026-02-13
2025-09-30	$2,484,206	26,213	+2.5%	Shares	Sole	2025-11-21
2025-06-30	$2,349,562	25,586	+0.6%	Shares	Sole	2025-08-11
2025-03-31	$2,338,012	25,427	+2.5%	Shares	Sole	2025-05-14
2024-12-31	$2,041,536	24,800	+4.0%	Shares	Sole	2025-02-13
2024-09-30	$2,150,522	23,847	-6.4%	Shares	Sole	2024-11-13
2024-06-30	$1,975,242	25,464	+0.7%	Shares	Sole	2024-08-01
2024-03-31	$1,813,515	25,279	+3.2%	Shares	Sole	2024-05-07
2023-12-31	$1,717,729	24,497	-2.0%	Shares	Sole	2024-01-26
2023-09-30	$1,617,741	24,996	+0.8%	Shares	Sole	2023-11-13
2023-06-30	$1,742,129	24,799	+0.3%	Shares	Sole	2023-08-08
2023-03-31	$1,721,130	24,736	+0.3%	Shares	Sole	2023-04-24
2022-12-31	$1,761,613	24,669	+0.4%	Shares	Sole	2023-02-10
2022-09-30	$1,670,148	24,561	+7.0%	Shares	Sole	2022-11-14
2022-06-30	$1,637,063	22,957	+3.8%	Shares	Sole	2022-08-04
2022-03-31	$1,603,703	22,117	+3.5%	Shares	Sole	2022-05-09
2021-12-31	$1,465,280	21,366	+0.0%	Shares	Sole	2022-01-18
2021-09-30	$1,323,741	21,361	+5.7%	Shares	Sole	2021-11-02
2021-06-30	$1,223,149	20,214	+15.8%	Shares	Sole	2021-08-04
2021-03-31	$1,085,375	17,461	+2.4%	Shares	Sole	2021-05-07
2020-12-31	$1,047,565	17,053	-0.8%	Shares	Sole	2021-02-12
2020-09-30	$932,041	17,190	-0.9%	Shares	Sole	2020-11-12
2020-06-30	$899,753	17,353	+0.3%	Shares	Sole	2020-07-27
2020-03-31	$936,351	17,295	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.