Z3 Capital Partners, LLC

Position in SO — Southern Co

CIK 2127787 RICHMOND, VA

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$558,850

-$16,119 QoQ

Shares Held

5,839

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,340

of 2,360 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Z3 Capital Partners, LLC holds $1,729,339 across 4 Utilities - Regulated Electric names. SO ranks #1 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	5,839	$558,850
2	D	Dominion Energy, Inc	7,032	$480,215
3	DUK	Duke Energy CORP	2,979	$377,081
4	ED	Consolidated Edison Inc	2,831	$313,193

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$558,850	5,839	-2.0%	Shares	Sole	2026-07-28
2026-03-31	$574,969	5,957	-1.6%	Shares	Sole	2026-05-07
2025-12-31	$527,734	6,052	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.