FIDELIS CAPITAL PARTNERS, LLC

Position in SO — Southern Co

CIK 1962755 TAMPA, FL

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,933,629

-$14,241 QoQ

Shares Held

20,203

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#769

of 2,359 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Utilities · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $9,913,210 across 15 Utilities - Regulated Electric names. SO ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	23,953	$2,102,354
2	SO	Southern Co This page	20,203	$1,933,629
3	DUK	Duke Energy CORP	9,078	$1,149,093
4	XEL	Xcel Energy Inc	8,793	$706,077
5	D	Dominion Energy, Inc	10,328	$705,299
6	ETR	Entergy Corp /De/	5,248	$602,785
7	EXC	Exelon Corp	11,869	$553,332
8	WEC	Wec Energy Group, Inc.	2,949	$344,354

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,933,629	20,203	+0.1%	Shares	Sole	2026-08-13
2026-03-31	$1,947,870	20,181	+0.8%	Shares	Sole	2026-05-06
2025-12-31	$1,746,528	20,029	-4.9%	Shares	Sole	2026-02-09
2025-09-30	$1,995,856	21,060	+61.9%	Shares	Sole	2025-11-03
2025-06-30	$1,194,249	13,005	+4.7%	Shares	Sole	2025-08-07
2025-03-31	$1,141,835	12,418	-0.8%	Shares	Sole	2025-05-01
2024-12-31	$1,030,975	12,524	+20.2%	Shares	Sole	2025-02-06
2024-09-30	$939,405	10,417	+1.0%	Shares	Sole	2024-10-25
2024-06-30	$799,979	10,313	-4.2%	Shares	Sole	2024-08-13
2024-03-31	$772,137	10,763	+11.9%	Shares	Sole	2024-05-06
2023-12-31	$674,273	9,616	+1.3%	Shares	Sole	2024-01-31
2023-09-30	$614,451	9,494	+37.1%	Shares	Sole	2023-11-08
2023-06-30	$486,411	6,924	+0.2%	Shares	Sole	2023-08-10
2023-03-31	$480,728	6,909	+83.1%	Shares	Sole	2023-05-09
2022-12-31	$269,501	3,774	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.