TITLEIST ASSET MANAGEMENT, LLC

Position in SO — Southern Co

CIK 1977759 SAN ANTONIO, TX

Position in SO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$459,599

+$13,291 QoQ

Shares Held

4,802

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,465

of 2,360 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TITLEIST ASSET MANAGEMENT, LLC holds $2,250,751 across 5 Utilities - Regulated Electric names. SO ranks #2 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	39,589	$665,886
2	SO	Southern Co This page	4,802	$459,599
3	DUK	Duke Energy CORP	3,579	$453,029
4	NEE	Nextera Energy Inc	4,565	$400,670
5	AEP	American Electric Power Co Inc	1,985	$271,567

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459,599	4,802	+3.8%	Shares	Sole	2026-07-20
2026-03-31	$446,308	4,624	+2.6%	Shares	Sole	2026-04-30
2025-12-31	$393,010	4,507	+102.7%	Shares	Sole	2026-02-12
2025-09-30	$210,768	2,224	+0.5%	Shares	Sole	2025-11-05
2025-06-30	$203,311	2,214	-1.2%	Shares	Sole	2025-08-12
2025-03-31	$206,151	2,242	-7.4%	Shares	Sole	2025-05-15
2024-09-30	$218,325	2,421	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.