DMC Group, LLC

Position in SO — Southern Co

CIK 1893403 BIRMINGHAM, AL

Position in SO

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

Position Value

$1,310,844

-$297,372 QoQ

Shares Held

13,696

-17.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#897

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

DMC Group, LLC holds $1,713,065 across 2 Utilities - Regulated Electric names. SO ranks #1 (76.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co This page	13,696	$1,310,844
2	AEP	American Electric Power Co Inc	2,940	$402,221

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,310,844	13,696	-17.8%	Shares	Sole	2026-07-28
2026-03-31	$1,608,216	16,662	+5.7%	Shares	Sole	2026-04-30
2025-12-31	$1,374,620	15,764	+3.5%	Shares	Sole	2026-01-21
2025-09-30	$1,443,631	15,233	+5.8%	Shares	Sole	2025-10-29
2025-06-30	$1,322,443	14,401	-0.5%	Shares	Sole	2025-07-23
2025-03-31	$1,330,516	14,470	+0.7%	Shares	Sole	2025-04-30
2024-12-31	$1,183,267	14,374	+1.0%	Shares	Sole	2025-01-23
2024-09-30	$1,283,712	14,235	-3.1%	Shares	Sole	2024-10-18
2024-06-30	$1,139,425	14,689	-9.6%	Shares	Sole	2024-07-16
2024-03-31	$1,165,990	16,253	+11.1%	Shares	Sole	2024-04-19
2023-12-31	$1,025,785	14,629	-13.6%	Shares	Sole	2024-01-10
2023-09-30	$1,096,033	16,935	+4.0%	Shares	Sole	2023-10-26
2023-06-30	$1,143,670	16,280	-0.9%	Shares	Sole	2023-07-13
2023-03-31	$1,143,477	16,434	+5.9%	Shares	Sole	2023-04-24
2022-12-31	$1,107,783	15,513	+0.5%	Shares	Sole	2023-02-07
2022-09-30	$1,049,580	15,435	+24.6%	Shares	Sole	2022-10-27
2022-06-30	$883,245	12,386	+6.9%	Shares	Sole	2022-08-09
2022-03-31	$839,883	11,583	-17.5%	Shares	Sole	2022-04-25
2021-12-31	$963,137	14,044	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.