Azimuth Capital Investment Management LLC
Position in SO — Southern Co
CIK 1942364
BLOOMFIELD HILLS, MI
Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,971,450
-$377,231 QoQ
Shares Held
104,184
-2.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#324
of 2,360 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Azimuth Capital Investment Management LLC holds $14,884,907 across 6 Utilities - Regulated Electric names. SO ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
104,184 | $9,971,450 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
24,200 | $2,589,400 | |
| 3 | DTE |
Dte Energy Co
|
7,804 | $1,189,095 | |
| 4 | CMS |
Cms Energy Corp
|
6,000 | $459,000 | |
| 5 | ED |
Consolidated Edison Inc
|
3,575 | $395,502 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,050 | $280,460 |
All Filings in SO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,971,450 | 104,184 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,348,681 | 107,218 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,220,528 | 105,740 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,864,230 | 104,086 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,559,503 | 104,100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,428,369 | 102,538 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,266,162 | 100,415 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,916,096 | 98,870 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,546,862 | 97,291 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,806,619 | 94,879 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,739,607 | 24,809 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,660,715 | 25,660 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,806,478 | 25,715 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,825,779 | 26,240 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,857,374 | 26,010 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,759,840 | 25,880 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,315,792 | 32,475 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||