Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,828,900
+$5,787 QoQ
Shares Held
29,557
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#635
of 2,359 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pullen Investment Management, LLC holds $4,386,720 across 2 Utilities - Regulated Electric names. SO ranks #1 (64.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
29,557 | $2,828,900 | |
| 2 | DUK |
Duke Energy CORP
|
12,307 | $1,557,820 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,828,900 | 29,557 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,823,113 | 29,249 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,554,785 | 29,298 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,785,005 | 29,387 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,683,364 | 29,221 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,724,478 | 29,630 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,441,775 | 29,662 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $2,702,063 | 29,963 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,289,633 | 29,517 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,083,616 | 29,044 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||