WOODWARD DIVERSIFIED CAPITAL, LLC

Position in SO — Southern Co

CIK 1846177 BAKERSFIELD, CA

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$873,640

-$19,749 QoQ

Shares Held

9,128

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,085

of 2,360 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

WOODWARD DIVERSIFIED CAPITAL, LLC holds $2,148,612 across 3 Utilities - Regulated Electric names. SO ranks #1 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	9,128	$873,640
2	AEP	American Electric Power Co Inc	5,541	$758,064
3	PEG	Public Service Enterprise Group Inc	6,369	$516,908

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$873,640	9,128	-1.4%	Shares	Sole	2026-07-28
2026-03-31	$893,389	9,256	+0.2%	Shares	Sole	2026-04-24
2025-12-31	$805,117	9,233	+0.3%	Shares	Sole	2026-01-14
2025-09-30	$871,978	9,201	-7.3%	Shares	Sole	2025-10-21
2025-06-30	$911,780	9,929	+79.5%	Shares	Sole	2025-07-18
2025-03-31	$508,667	5,532	+7.6%	Shares	Sole	2025-05-02
2024-12-31	$423,124	5,140	-43.4%	Shares	Sole	2025-01-28
2024-09-30	$819,646	9,089	-4.8%	Shares	Sole	2024-11-01
2024-06-30	$740,638	9,548	+8.2%	Shares	Sole	2024-07-31
2024-03-31	$633,105	8,825	+13.9%	Shares	Sole	2024-04-30
2023-12-31	$543,359	7,749	-5.2%	Shares	Sole	2024-02-14
2023-09-30	$528,762	8,170	+17.3%	Shares	Sole	2023-11-01
2023-06-30	$489,291	6,965	-1.7%	Shares	Sole	2023-08-07
2023-03-31	$493,043	7,086	+0.7%	Shares	Sole	2023-05-03
2022-12-31	$502,369	7,035	-3.9%	Shares	Sole	2023-02-07
2022-09-30	$497,896	7,322	-3.8%	Shares	Sole	2022-11-01
2022-06-30	$542,669	7,610	+1.0%	Shares	Sole	2022-07-26
2022-03-31	$546,507	7,537	+13.3%	Shares	Sole	2022-04-14
2021-12-31	$456,399	6,655	+12.5%	Shares	Sole	2022-01-28
2021-09-30	$366,552	5,915	+9.3%	Shares	Sole	2021-11-04
2021-06-30	$327,540	5,413	+2.5%	Shares	Sole	2021-07-19
2021-03-31	$328,391	5,283	-3.9%	Shares	Sole	2021-05-17
2020-12-31	$337,742	5,498	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.