HUB Investment Partners, LLC

Position in SO — Southern Co

CIK 1841815 AUSTIN, TX

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,426,653

-$37,844 QoQ

Shares Held

14,906

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#869

of 2,354 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

HUB Investment Partners, LLC holds $46,107,376 across 24 Utilities - Regulated Electric names. SO ranks #8 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	85,075	$11,639,110
2	NEE	Nextera Energy Inc	83,112	$7,294,740
3	EVRG	Evergy, Inc.	60,824	$5,257,018
4	OGE	Oge Energy Corp.	101,398	$4,934,026
5	DUK	Duke Energy CORP	24,730	$3,130,323
6	D	Dominion Energy, Inc	33,782	$2,306,972
7	ED	Consolidated Edison Inc	18,859	$2,086,371
8	SO	Southern Co This page	14,906	$1,426,653

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,426,653	14,906	-1.8%	Shares	Sole	2026-07-31
2026-03-31	$1,464,497	15,173	+19.6%	Shares	Sole	2026-05-15
2025-12-31	$1,106,044	12,684	+24.4%	Shares	Sole	2026-02-17
2025-09-30	$966,274	10,196	-11.5%	Shares	Sole	2025-11-12
2025-06-30	$1,057,697	11,518	+16.0%	Shares	Sole	2025-08-14
2025-03-31	$913,063	9,930	-9.5%	Shares	Sole	2025-05-15
2024-12-31	$903,297	10,973	+61.8%	Shares	Sole	2025-02-11
2024-09-30	$611,510	6,781	+14.3%	Shares	Sole	2024-11-14
2024-06-30	$460,067	5,931	+11.3%	Shares	Sole	2024-08-09
2024-03-31	$382,158	5,327	+0.2%	Shares	Sole	2024-05-10
2023-12-31	$372,617	5,314	+16.8%	Shares	Sole	2024-02-06
2023-09-30	$294,540	4,551	-1.0%	Shares	Sole	2023-11-14
2023-06-30	$323,009	4,598	+1.9%	Shares	Sole	2023-08-14
2023-03-31	$314,014	4,513	—	Shares	Sole	2023-04-24
No filing history on record for this holder in this stock.