Live Oak Investment Partners

Position in SO — Southern Co

CIK 1822262 AUSTIN, TX

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$231,809

-$1,962 QoQ

Shares Held

2,422

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,942

of 2,360 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Live Oak Investment Partners holds $2,255,119 across 4 Utilities - Regulated Electric names. SO ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	8,125	$1,111,581
2	DUK	Duke Energy CORP	5,418	$685,810
3	SO	Southern Co This page	2,422	$231,809
4	NEE	Nextera Energy Inc	2,574	$225,919

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,809	2,422	0.0%	Shares	Sole	2026-08-10
2026-03-31	$233,771	2,422	0.0%	Shares	Sole	2026-04-29
2025-12-31	$211,198	2,422	0.0%	Shares	Sole	2026-01-29
2025-09-30	$229,532	2,422	0.0%	Shares	Sole	2025-10-29
2025-06-30	$222,412	2,422	0.0%	Shares	Sole	2025-07-24
2025-03-31	$222,702	2,422	—	Shares	Sole	2025-04-23
2024-12-31	$199,379	2,422	-78.9%	Principal	Sole	2025-02-06
2024-09-30	$1,037,309	11,503	-0.3%	Principal	Sole	2024-11-05
2024-06-30	$894,508	11,532	+3.8%	Principal	Sole	2024-07-16
2023-12-31	$779,150	11,112	-1.0%	Principal	Sole	2024-02-14
2023-09-30	$726,710	11,229	+0.9%	Principal	Sole	2023-10-31
2023-06-30	$781,719	11,128	-0.5%	Principal	Sole	2023-07-13
2023-03-31	$778,360	11,187	+3.2%	Principal	Sole	2023-05-03
2022-12-31	$773,698	10,835	—	Principal	Sole	2023-02-16
No filing history on record for this holder in this stock.