AM INVESTMENT STRATEGIES LLC

Position in SO — Southern Co

CIK 1818897 CHATTANOOGA, TN

Position in SO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$9,351,632

-$94,876 QoQ

Shares Held

97,708

-0.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.95%

of 13F equity value

Holder Rank

#335

of 2,360 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

AM INVESTMENT STRATEGIES LLC holds $10,306,045 across 3 Utilities - Regulated Electric names. SO ranks #1 (90.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	97,708	$9,351,632
2	DUK	Duke Energy CORP	4,055	$513,281
3	NEE	Nextera Energy Inc	5,026	$441,132

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,351,632	97,708	-0.2%	Shares	Sole	2026-07-16
2026-03-31	$9,446,508	97,871	+0.0%	Shares	Sole	2026-04-29
2025-12-31	$8,531,996	97,844	-1.6%	Shares	Sole	2026-02-05
2025-09-30	$9,421,749	99,417	+0.6%	Shares	Sole	2025-10-30
2025-06-30	$9,076,293	98,838	+1.1%	Shares	Sole	2025-07-15
2025-03-31	$8,990,871	97,780	+9.3%	Shares	Sole	2025-05-07
2024-12-31	$7,362,783	89,441	+10.2%	Shares	Sole	2025-01-21
2024-09-30	$7,320,812	81,180	-0.9%	Shares	Sole	2024-10-29
2024-06-30	$6,352,052	81,888	+0.3%	Shares	Sole	2024-07-29
2024-03-31	$5,857,929	81,655	+21.3%	Shares	Sole	2024-05-02
2023-12-31	$4,719,146	67,301	+0.3%	Shares	Sole	2024-02-02
2023-09-30	$4,342,388	67,095	+325.7%	Shares	Sole	2023-10-25
2023-06-30	$1,107,280	15,762	+2.3%	Shares	Sole	2023-07-26
2023-03-31	$1,072,019	15,407	+7.4%	Shares	Sole	2023-04-21
2022-12-31	$1,024,662	14,349	+0.4%	Shares	Sole	2023-02-03
2022-09-30	$972,128	14,296	+3.2%	Shares	Sole	2022-11-07
2022-06-30	$987,643	13,850	+0.3%	Shares	Sole	2022-07-21
2022-03-31	$1,000,855	13,803	+2.4%	Shares	Sole	2022-05-06
2021-12-31	$924,046	13,474	+1.6%	Shares	Sole	2022-02-02
2021-09-30	$821,660	13,259	+0.0%	Shares	Sole	2021-10-28
2021-06-30	$802,241	13,258	+0.4%	Shares	Sole	2021-07-15
2021-03-31	$820,884	13,206	-2.4%	Shares	Sole	2021-04-26
2020-12-31	$831,025	13,528	+6.3%	Shares	Sole	2021-02-05
2020-09-30	$689,949	12,725	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.