McLean Asset Management Corp

Position in SO — Southern Co

CIK 1833140 TYSONS, VA

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$739,742

-$11,087 QoQ

Shares Held

7,729

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,185

of 2,356 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

McLean Asset Management Corp holds $1,245,677 across 3 Utilities - Regulated Electric names. SO ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	7,729	$739,742
2	NEE	Nextera Energy Inc	3,004	$263,661
3	DUK	Duke Energy CORP	1,914	$242,274

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$739,742	7,729	-0.6%	Shares	Sole	2026-08-12
2026-03-31	$750,829	7,779	+0.3%	Shares	Sole	2026-04-22
2025-12-31	$676,148	7,754	-0.3%	Shares	Sole	2026-01-16
2025-09-30	$736,931	7,776	-0.2%	Shares	Sole	2025-10-07
2025-06-30	$715,723	7,794	+0.8%	Shares	Sole	2025-07-03
2025-03-31	$710,681	7,729	-1.6%	Shares	Sole	2025-04-09
2024-12-31	$646,788	7,857	+0.0%	Shares	Sole	2025-01-22
2024-09-30	$708,363	7,855	+0.0%	Shares	Sole	2024-10-07
2024-06-30	$609,234	7,854	+2.8%	Shares	Sole	2024-07-12
2024-03-31	$547,950	7,638	+0.2%	Shares	Sole	2024-04-10
2023-12-31	$534,524	7,623	-0.0%	Shares	Sole	2024-01-08
2023-09-30	$493,490	7,625	0.0%	Shares	Sole	2023-10-12
2023-06-30	$535,656	7,625	+0.1%	Shares	Sole	2023-07-10
2023-03-31	$530,269	7,621	-1.0%	Shares	Sole	2023-04-11
2022-12-31	$549,714	7,698	+0.2%	Shares	Sole	2023-01-19
2022-09-30	$522,376	7,682	0.0%	Shares	Sole	2022-10-12
2022-06-30	$547,803	7,682	+0.3%	Shares	Sole	2022-07-07
2022-03-31	$555,571	7,662	+0.4%	Shares	Sole	2022-04-08
2021-12-31	$523,608	7,635	-1.1%	Shares	Sole	2022-01-14
2021-09-30	$478,284	7,718	—	Shares	Sole	2021-10-27
No filing history on record for this holder in this stock.