Allen Mooney & Barnes Investment Advisors LLC

Position in SO — Southern Co

CIK 2001461 Thomasville, GA

Back to SO Full portfolio

Position in SO

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

Position Value

$1,878,213

-$633,623 QoQ

Shares Held

19,624

-24.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#782

of 2,360 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $23,194,248 across 5 Utilities - Regulated Electric names. SO ranks #2 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	142,926	$19,553,706
2	SO	Southern Co This page	19,624	$1,878,213
3	NEE	Nextera Energy Inc	8,799	$772,288
4	DUK	Duke Energy CORP	4,742	$600,242
5	D	Dominion Energy, Inc	5,708	$389,799

All Filings in SO

Export CSV

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,878,213	19,624	-24.6%	Shares	Sole	2026-07-13
2026-03-31	$2,511,836	26,024	+1.1%	Shares	Sole	2026-04-13
2025-12-31	$2,244,528	25,740	-3.4%	Shares	Sole	2026-01-21
2025-09-30	$2,524,957	26,643	+3.9%	Shares	Sole	2025-10-15
2025-06-30	$2,354,245	25,637	-0.0%	Shares	Sole	2025-07-08
2025-03-31	$2,358,149	25,646	-6.2%	Shares	Sole	2025-04-16
2024-12-31	$2,250,628	27,340	+1.1%	Shares	Sole	2025-01-14
2024-09-30	$2,439,639	27,053	-6.6%	Shares	Sole	2024-10-15
2024-06-30	$2,245,729	28,951	-13.4%	Shares	Sole	2024-07-12
2024-03-31	$2,399,487	33,447	-5.2%	Shares	Sole	2024-04-12
2023-12-31	$2,472,851	35,266	+4.2%	Shares	Sole	2024-01-22
2023-09-30	$2,189,801	33,835	+18.7%	Shares	Sole	2023-11-21
2023-06-30	$2,001,984	28,498	+27.6%	Shares	Sole	2024-05-23
2023-03-31	$1,553,790	22,331	-1.3%	Shares	Sole	2024-05-23
2022-12-31	$1,615,365	22,621	-1.0%	Shares	Sole	2024-05-23
2022-09-30	$1,554,548	22,861	-11.0%	Shares	Sole	2024-05-23
2022-06-30	$1,832,025	25,691	-84.1%	Shares	Sole	2024-05-23
2022-03-31	$11,700,648	161,366	—	Shares	Sole	2024-05-23
No filing history on record for this holder in this stock.