Taylor Hoffman Capital Management LLC

Position in SO — Southern Co

CIK 2042493 RICHMOND, VA

Position in SO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$210,562

-$1,782 QoQ

Shares Held

2,200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,015

of 2,367 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Taylor Hoffman Capital Management LLC holds $4,329,777 across 5 Utilities - Regulated Electric names. SO ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	27,130	$1,852,707
2	DUK	Duke Energy CORP	10,259	$1,298,584
3	AEP	American Electric Power Co Inc	3,626	$496,073
4	NEE	Nextera Energy Inc	5,376	$471,851
5	SO	Southern Co This page	2,200	$210,562

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,562	2,200	0.0%	Shares	Sole	2026-08-11
2026-03-31	$212,344	2,200	-7.0%	Shares	Sole	2026-05-13
2025-12-31	$206,315	2,366	+7.5%	Shares	Sole	2026-02-11
2025-09-30	$208,494	2,200	-3.1%	Shares	Sole	2025-11-07
2025-06-30	$208,454	2,270	0.0%	Shares	Sole	2025-07-09
2025-03-31	$208,726	2,270	0.0%	Shares	Sole	2025-05-13
2024-09-30	$204,708	2,270	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.