Howard Capital Management Group, LLC

Position in SO — Southern Co

CIK 1860501 Los Angeles, CA

Position in SO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$910,967

-$25,083 QoQ

Shares Held

9,518

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,066

of 2,360 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Howard Capital Management Group, LLC holds $1,622,055 across 4 Utilities - Regulated Electric names. SO ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	9,518	$910,967
2	NEE	Nextera Energy Inc	3,827	$335,895
3	D	Dominion Energy, Inc	3,635	$248,234
4	DUK	Duke Energy CORP	1,003	$126,959

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$910,967	9,518	-1.9%	Shares	Sole	2026-07-16
2026-03-31	$936,050	9,698	0.0%	Shares	Sole	2026-04-16
2025-12-31	$845,665	9,698	0.0%	Shares	Sole	2026-01-16
2025-09-30	$919,079	9,698	+11.5%	Shares	Sole	2025-10-16
2025-06-30	$798,737	8,698	0.0%	Shares	Sole	2025-07-16
2025-03-31	$799,781	8,698	0.0%	Shares	Sole	2025-04-16
2024-12-31	$716,019	8,698	0.0%	Shares	Sole	2025-01-17
2024-09-30	$784,385	8,698	0.0%	Shares	Sole	2024-11-20
2024-06-30	$674,703	8,698	0.0%	Shares	Sole	2024-07-16
2024-03-31	$623,994	8,698	0.0%	Shares	Sole	2024-04-17
2023-12-31	$609,903	8,698	0.0%	Shares	Sole	2024-02-14
2023-09-30	$562,934	8,698	+0.0%	Shares	Sole	2023-10-16
2023-06-30	$610,964	8,697	-0.0%	Shares	Sole	2023-08-17
2023-03-31	$605,206	8,698	0.0%	Shares	Sole	2023-04-20
2022-12-31	$621,124	8,698	0.0%	Shares	Sole	2023-01-17
2022-09-30	$591,464	8,698	0.0%	Shares	Sole	2022-11-15
2022-06-30	$620,254	8,698	0.0%	Shares	Sole	2022-07-20
2022-03-31	$630,691	8,698	0.0%	Shares	Sole	2022-05-16
2021-12-31	$596,508	8,698	0.0%	Shares	Sole	2022-01-19
2021-09-30	$539,015	8,698	0.0%	Shares	Sole	2021-10-25
2021-06-30	$526,315	8,698	0.0%	Shares	Sole	2021-07-26
2021-03-31	$540,667	8,698	—	Shares	Sole	2021-05-05
No filing history on record for this holder in this stock.