Annis Gardner Whiting Capital Advisors, LLC

Position in SO — Southern Co

CIK 1998414 TAMPA, FL

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Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$430,216

-$282,970 QoQ

Shares Held

4,495

-39.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,497

of 2,356 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $2,738,530 across 6 Utilities - Regulated Electric names. SO ranks #4 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	7,258	$637,034
2	DUK	Duke Energy CORP	4,924	$623,279
3	AEP	American Electric Power Co Inc	4,516	$617,833
4	SO	Southern Co This page	4,495	$430,216
5	D	Dominion Energy, Inc	3,226	$220,303
6	ED	Consolidated Edison Inc	1,897	$209,865

All Filings in SO

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$430,216	4,495	-39.2%	Shares	Sole	2026-08-10
2026-03-31	$713,186	7,389	+2.9%	Shares	Sole	2026-05-06
2025-12-31	$626,008	7,179	+55.4%	Shares	Sole	2026-02-09
2025-09-30	$437,837	4,620	+76.6%	Shares	Sole	2025-11-03
2025-06-30	$240,227	2,616	+13.1%	Shares	Sole	2025-08-11
2025-03-31	$212,588	2,312	0.0%	Shares	Sole	2025-05-09
2024-12-31	$190,323	2,312	-47.8%	Shares	Sole	2025-02-12
2024-09-30	$399,046	4,425	+67.2%	Shares	Sole	2024-11-14
2024-06-30	$205,327	2,647	+3.6%	Shares	Sole	2024-08-12
2024-03-31	$183,223	2,554	+3.3%	Shares	Sole	2024-05-13
2023-12-31	$173,336	2,472	+13.8%	Shares	Sole	2024-02-09
2023-09-30	$140,571	2,172	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.