Constitution Capital LLC

Position in SO — Southern Co

CIK 1845531 SHELTON, CT

Position in SO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,270,550

-$49,361 QoQ

Shares Held

13,275

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#910

of 2,360 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Constitution Capital LLC holds $16,156,713 across 4 Utilities - Regulated Electric names. SO ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	85,959	$7,544,621
2	DUK	Duke Energy CORP	34,713	$4,393,971
3	AEP	American Electric Power Co Inc	21,545	$2,947,571
4	SO	Southern Co This page	13,275	$1,270,550

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,270,550	13,275	-2.9%	Shares	Sole	2026-07-09
2026-03-31	$1,319,911	13,675	-28.2%	Shares	Sole	2026-04-09
2025-12-31	$1,661,596	19,055	-7.3%	Shares	Sole	2026-01-09
2025-09-30	$1,947,997	20,555	+20.2%	Shares	Sole	2025-10-17
2025-06-30	$1,570,293	17,100	+31.3%	Shares	Sole	2025-08-13
2025-03-31	$1,197,189	13,020	+16.0%	Shares	Sole	2025-04-11
2024-12-31	$923,630	11,220	+13.7%	Shares	Sole	2025-01-15
2024-09-30	$890,076	9,870	+8.5%	Shares	Sole	2024-10-11
2024-06-30	$705,887	9,100	+11.0%	Shares	Sole	2024-07-12
2024-03-31	$588,268	8,200	+20.4%	Shares	Sole	2024-04-15
2023-12-31	$477,376	6,808	+4.6%	Shares	Sole	2024-01-12
2023-09-30	$421,197	6,508	-1.5%	Shares	Sole	2023-10-11
2023-06-30	$464,212	6,608	-1.3%	Shares	Sole	2023-07-12
2023-03-31	$465,768	6,694	+11.7%	Shares	Sole	2023-05-10
2022-12-31	$428,031	5,994	-20.0%	Shares	Sole	2023-02-09
2022-09-30	$509,592	7,494	-67.3%	Shares	Sole	2022-11-14
2022-06-30	$1,632,571	22,894	+36.3%	Shares	Sole	2022-08-12
2022-03-31	$1,217,732	16,794	+63.1%	Shares	Sole	2022-05-16
2021-12-31	$705,962	10,294	+7.3%	Shares	Sole	2022-02-08
2021-09-30	$594,540	9,594	+6.7%	Shares	Sole	2021-11-15
2021-06-30	$544,226	8,994	+5.0%	Shares	Sole	2021-08-12
2021-03-31	$532,400	8,565	-3.4%	Shares	Sole	2021-05-04
2020-12-31	$544,576	8,865	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.