Zullo Investment Group, Inc.

Position in SO — Southern Co

CIK 1909760 SCRANTON, PA

Position in SO

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

Position Value

$278,803

-$2,745 QoQ

Shares Held

2,913

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,776

of 2,359 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Utilities · as of Jun 30, 2026

Zullo Investment Group, Inc. holds $2,452,635 across 3 Utilities - Regulated Electric names. SO ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPL	PPL Corp	37,439	$1,360,907
2	NEE	Nextera Energy Inc	9,262	$812,925
3	SO	Southern Co This page	2,913	$278,803

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,803	2,913	-0.1%	Shares	Sole	2026-07-31
2026-03-31	$281,548	2,917	-5.4%	Shares	Sole	2026-04-15
2025-12-31	$269,012	3,085	-1.2%	Shares	Sole	2026-01-26
2025-09-30	$296,061	3,124	-5.5%	Shares	Sole	2025-10-23
2025-06-30	$303,498	3,305	-0.7%	Shares	Sole	2025-07-24
2025-03-31	$305,917	3,327	-1.0%	Shares	Sole	2025-05-01
2024-12-31	$276,759	3,362	-3.3%	Shares	Sole	2025-02-03
2024-09-30	$313,375	3,475	+3.5%	Shares	Sole	2024-10-15
2024-06-30	$260,402	3,357	-4.8%	Shares	Sole	2024-08-13
2024-03-31	$252,955	3,526	+2.6%	Shares	Sole	2024-04-24
2023-12-31	$241,002	3,437	+4.8%	Shares	Sole	2024-01-19
2023-09-30	$212,281	3,280	+1.9%	Shares	Sole	2023-10-19
2023-06-30	$226,205	3,220	+0.1%	Shares	Sole	2023-07-19
2023-03-31	$223,838	3,217	-2.0%	Shares	Sole	2023-04-25
2022-12-31	$234,510	3,284	-0.8%	Shares	Sole	2023-02-14
2022-09-30	$225,148	3,311	-2.7%	Shares	Sole	2022-11-08
2022-06-30	$242,739	3,404	-3.2%	Shares	Sole	2022-08-11
2022-03-31	$255,090	3,518	-2.4%	Shares	Sole	2022-05-16
2021-12-31	$247,299	3,606	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.