Stolper Co

Position in SO — Southern Co

CIK 1808195 TULSA, OK

Position in SO

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

Position Value

$2,643,223

+$2,642,318 QoQ

Shares Held

27,617

-49.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#658

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

Stolper Co holds $19,531,335 across 4 Utilities - Regulated Electric names. SO ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	83,895	$11,477,674
2	EVRG	Evergy, Inc.	36,490	$3,153,830
3	SO	Southern Co This page	27,617	$2,643,223
4	PPL	PPL Corp	62,080	$2,256,608

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,643,223	27,617	-49.3%	Shares	Sole	2026-07-14
2026-03-31	$905	54,499	+111.7%	Shares	Sole	2026-04-13
2025-12-31	$2,245,312	25,749	+3.2%	Shares	Sole	2026-01-12
2025-09-30	$2,363,658	24,941	+1.9%	Shares	Sole	2025-10-10
2025-06-30	$2,247,171	24,471	-0.7%	Shares	Sole	2025-07-10
2025-03-31	$2,265,280	24,636	+0.5%	Shares	Sole	2025-04-08
2024-12-31	$2,017,663	24,510	+1.0%	Shares	Sole	2025-01-14
2024-09-30	$2,188,939	24,273	-1.8%	Shares	Sole	2024-10-09
2024-06-30	$1,917,297	24,717	+0.6%	Shares	Sole	2024-08-08
2024-03-31	$1,762,580	24,569	+0.2%	Shares	Sole	2024-04-09
2023-12-31	$1,719,132	24,517	-1.1%	Shares	Sole	2024-01-12
2023-09-30	$1,604,797	24,796	+1.9%	Shares	Sole	2023-10-10
2023-06-30	$1,709,112	24,329	+0.4%	Shares	Sole	2023-07-10
2023-03-31	$1,685,784	24,228	+1.7%	Shares	Sole	2023-04-11
2022-12-31	$1,701,057	23,821	-15.0%	Shares	Sole	2023-01-11
2022-09-30	$1,905,836	28,027	+5.9%	Shares	Sole	2022-10-07
2022-06-30	$1,887,005	26,462	+4.1%	Shares	Sole	2022-07-08
2022-03-31	$1,842,479	25,410	+4.1%	Shares	Sole	2022-04-14
2021-12-31	$1,674,655	24,419	+1.8%	Shares	Sole	2022-01-11
2021-09-30	$1,486,164	23,982	+2.4%	Shares	Sole	2021-10-13
2021-06-30	$1,416,720	23,413	+1.4%	Shares	Sole	2021-07-15
2021-03-31	$1,434,963	23,085	+0.4%	Shares	Sole	2021-04-09
2020-12-31	$1,412,275	22,990	+2.2%	Shares	Sole	2021-01-11
2020-09-30	$1,219,353	22,489	-9.2%	Shares	Sole	2020-10-08
2020-06-30	$1,284,376	24,771	-7.3%	Shares	Sole	2020-07-09
2020-03-31	$1,446,458	26,717	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.