CFO CAPITAL MANAGEMENT LLC

Position in SO — Southern Co

CIK 2114167 FAIRFIELD, CT

Position in SO

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$1,249,934

+$132,728 QoQ

Shares Held

12,950

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

CFO CAPITAL MANAGEMENT LLC holds $2,574,427 across 4 Utilities - Regulated Electric names. SO ranks #1 (48.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	12,950	$1,249,934
2	DUK	Duke Energy CORP	5,793	$758,535
3	ED	Consolidated Edison Inc	2,784	$315,093
4	D	Dominion Energy, Inc	4,058	$250,865

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,249,934	12,950	+1.1%	Shares	Sole	2026-05-04
2025-12-31	$1,117,206	12,812	—	Shares	Sole	2026-03-02
No filing history on record for this holder in this stock.