GAMMA Investing LLC

Position in SO — Southern Co

CIK 2010235 FOSTER CITY, CA

Position in SO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,938,775

+$329,936 QoQ

Shares Held

30,705

+13.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#151

of 936 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

GAMMA Investing LLC holds $45,973,504 across 39 Utilities - Regulated Electric names. SO ranks #5 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	60,648	$5,323,074
2	AEP	American Electric Power Co Inc	32,204	$4,405,829
3	WEC	Wec Energy Group, Inc.	30,049	$3,508,821
4	DUK	Duke Energy CORP	25,658	$3,247,789
5	SO	Southern Co This page	30,705	$2,938,775
6	D	Dominion Energy, Inc	34,393	$2,348,697
7	ETR	Entergy Corp /De/	19,984	$2,295,362
8	XEL	Xcel Energy Inc	23,543	$1,890,502

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,938,775	30,705	+13.6%	Shares	Defined	2026-07-07
2026-03-31	$2,608,839	27,029	+10.5%	Shares	Defined	2026-04-06
2025-12-31	$2,133,696	24,469	-12.4%	Shares	Defined	2026-01-05
2025-09-30	$2,648,442	27,946	+9.7%	Shares	Defined	2025-10-02
2025-06-30	$2,339,736	25,479	+19.9%	Shares	Defined	2025-07-14
2025-03-31	$1,954,213	21,253	+23.2%	Shares	Defined	2025-04-15
2024-12-31	$1,419,855	17,248	-0.8%	Shares	Defined	2025-01-03
2024-09-30	$1,567,328	17,380	+31.6%	Shares	Defined	2024-10-07
2024-06-30	$1,024,544	13,208	+68.9%	Shares	Defined	2024-07-02
2024-03-31	$560,935	7,819	+31.6%	Shares	Defined	2024-04-05
2023-12-31	$416,653	5,942	—	Shares	Defined	2024-02-01
No filing history on record for this holder in this stock.