SMITH, MOORE & CO.

Position in SO — Southern Co

CIK 200724 CLAYTON, MO

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,690,908

-$12,573 QoQ

Shares Held

17,667

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#819

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SMITH, MOORE & CO. holds $11,148,048 across 12 Utilities - Regulated Electric names. SO ranks #3 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	16,371	$2,072,241
2	AEE	Ameren Corp	16,709	$1,888,785
3	SO	Southern Co This page	17,667	$1,690,908
4	AEP	American Electric Power Co Inc	7,687	$1,051,658
5	NEE	Nextera Energy Inc	10,367	$909,911
6	ETR	Entergy Corp /De/	7,083	$813,553
7	EVRG	Evergy, Inc.	8,774	$758,336
8	D	Dominion Energy, Inc	9,875	$674,363

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,690,908	17,667	+0.1%	Shares	Sole	2026-08-12
2026-03-31	$1,703,481	17,649	-1.4%	Shares	Sole	2026-05-05
2025-12-31	$1,560,531	17,896	-12.3%	Shares	Sole	2026-01-23
2025-09-30	$1,932,834	20,395	+4.5%	Shares	Sole	2025-11-12
2025-06-30	$1,792,613	19,521	-6.8%	Shares	Sole	2025-08-13
2025-03-31	$1,925,524	20,941	+0.2%	Shares	Sole	2025-05-15
2024-12-31	$1,720,158	20,896	+3.1%	Shares	Sole	2025-02-13
2024-09-30	$1,827,768	20,268	+2.2%	Shares	Sole	2024-11-12
2024-06-30	$1,538,057	19,828	-0.3%	Shares	Sole	2024-08-14
2024-03-31	$1,426,406	19,883	-3.5%	Shares	Sole	2024-05-13
2023-12-31	$1,445,103	20,609	-3.8%	Shares	Sole	2024-02-13
2023-09-30	$1,386,690	21,426	+0.3%	Shares	Sole	2023-11-15
2023-06-30	$1,500,118	21,354	+1.7%	Shares	Sole	2023-08-11
2023-03-31	$1,460,762	20,994	+1.1%	Shares	Sole	2023-05-12
2022-12-31	$1,482,543	20,761	-1.0%	Shares	Sole	2023-02-13
2022-09-30	$1,425,756	20,967	-4.8%	Shares	Sole	2022-11-14
2022-06-30	$1,570,103	22,018	+2.5%	Shares	Sole	2022-08-12
2022-03-31	$1,557,152	21,475	-1.3%	Shares	Sole	2022-05-12
2021-12-31	$1,491,889	21,754	-1.6%	Shares	Sole	2022-02-08
2021-09-30	$1,369,413	22,098	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$1,335,697	22,074	+12.7%	Shares	Sole	2021-08-10
2021-03-31	$1,217,714	19,590	+2.0%	Shares	Sole	2021-05-14
2020-12-31	$1,179,947	19,208	-2.8%	Shares	Sole	2021-02-16
2020-09-30	$1,071,278	19,758	+7.0%	Shares	Sole	2020-11-12
2020-06-30	$957,254	18,462	+3.5%	Shares	Sole	2020-08-10
2020-03-31	$965,370	17,831	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.