Fusion Capital, LLC

Position in SO — Southern Co

CIK 1802955 MT. PLEASANT, SC

Position in SO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$472,041

-$1,872 QoQ

Shares Held

4,932

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,445

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

Fusion Capital, LLC holds $1,143,169 across 4 Utilities - Regulated Electric names. SO ranks #1 (41.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	4,932	$472,041
2	NEE	Nextera Energy Inc	2,910	$255,410
3	PEG	Public Service Enterprise Group Inc	2,619	$212,558
4	DUK	Duke Energy CORP	1,605	$203,160

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$472,041	4,932	+0.4%	Shares	Sole	2026-08-05
2026-03-31	$473,913	4,910	+0.2%	Shares	Sole	2026-05-13
2025-12-31	$427,192	4,899	+0.2%	Shares	Sole	2026-02-04
2025-09-30	$463,140	4,887	-1.3%	Shares	Sole	2025-11-05
2025-06-30	$454,833	4,953	+34.8%	Shares	Sole	2025-08-08
2025-03-31	$337,916	3,675	-0.9%	Shares	Sole	2025-05-15
2024-12-31	$305,407	3,710	-4.3%	Shares	Sole	2025-02-05
2024-09-30	$349,537	3,876	+0.3%	Shares	Sole	2024-11-12
2024-06-30	$299,885	3,866	-14.6%	Shares	Sole	2024-08-06
2024-03-31	$324,910	4,529	+1.0%	Shares	Sole	2024-05-15
2023-12-31	$314,277	4,482	-22.1%	Shares	Sole	2024-01-22
2023-09-30	$372,528	5,756	+0.1%	Shares	Sole	2023-11-14
2023-06-30	$404,078	5,752	+5.0%	Shares	Sole	2023-08-02
2023-03-31	$381,228	5,479	+7.3%	Shares	Sole	2023-05-10
2022-12-31	$364,476	5,104	+0.5%	Shares	Sole	2023-02-10
2022-09-30	$345,372	5,079	-1.4%	Shares	Sole	2022-11-10
2022-06-30	$367,175	5,149	+0.8%	Shares	Sole	2022-07-13
2022-03-31	$370,308	5,107	+0.5%	Shares	Sole	2022-05-03
2021-12-31	$348,660	5,084	+4.6%	Shares	Sole	2022-01-12
2021-09-30	$301,236	4,861	+0.5%	Shares	Sole	2021-11-10
2021-06-30	$292,747	4,838	+5.3%	Shares	Sole	2021-08-10
2021-03-31	$285,500	4,593	-35.1%	Shares	Sole	2021-05-17
2020-12-31	$435,047	7,082	+25.9%	Shares	Sole	2021-02-12
2020-09-30	$305,041	5,626	-2.9%	Shares	Sole	2020-11-06
2020-06-30	$300,418	5,794	+0.2%	Shares	Sole	2020-08-13
2020-03-31	$313,199	5,785	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.