LOWE BROCKENBROUGH & CO INC

Position in SO — Southern Co

CIK 22657 RICHMOND, VA

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$630,920

-$24,643 QoQ

Shares Held

6,592

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,262

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LOWE BROCKENBROUGH & CO INC holds $17,422,376 across 5 Utilities - Regulated Electric names. SO ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	101,942	$12,903,818
2	D	Dominion Energy, Inc	31,895	$2,178,109
3	NEE	Nextera Energy Inc	15,579	$1,367,368
4	SO	Southern Co This page	6,592	$630,920
5	AEP	American Electric Power Co Inc	2,501	$342,161

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$630,920	6,592	-2.9%	Shares	Sole	2026-08-03
2026-03-31	$655,563	6,792	-7.4%	Shares	Sole	2026-05-07
2025-12-31	$639,699	7,336	+16.1%	Shares	Sole	2026-02-11
2025-09-30	$598,946	6,320	-2.3%	Shares	Sole	2025-11-05
2025-06-30	$594,140	6,470	0.0%	Shares	Sole	2025-08-11
2025-03-31	$594,916	6,470	-0.8%	Shares	Sole	2025-05-13
2024-12-31	$536,644	6,519	-7.1%	Shares	Sole	2025-02-11
2024-09-30	$632,973	7,019	+8.4%	Shares	Sole	2024-10-28
2024-06-30	$502,265	6,475	-0.8%	Shares	Sole	2024-08-12
2024-03-31	$468,103	6,525	-18.2%	Shares	Sole	2024-05-15
2023-12-31	$559,207	7,975	+7.3%	Shares	Sole	2024-02-14
2023-09-30	$480,934	7,431	0.0%	Shares	Sole	2023-11-14
2023-06-30	$522,027	7,431	-0.7%	Shares	Sole	2023-08-10
2023-03-31	$520,597	7,482	+5.7%	Shares	Sole	2023-05-12
2022-12-31	$505,654	7,081	0.0%	Shares	Sole	2023-02-14
2022-09-30	$481,508	7,081	-0.7%	Shares	Sole	2022-11-01
2022-06-30	$508,511	7,131	0.0%	Shares	Sole	2022-07-27
2022-03-31	$517,068	7,131	+12.7%	Shares	Sole	2022-05-04
2021-12-31	$433,768	6,325	0.0%	Shares	Sole	2022-02-14
2021-09-30	$391,960	6,325	-0.0%	Shares	Sole	2021-11-15
2021-06-30	$382,786	6,326	-4.8%	Shares	Sole	2021-08-13
2021-03-31	$413,053	6,645	-8.8%	Shares	Sole	2021-05-14
2020-12-31	$447,578	7,286	+8.3%	Shares	Sole	2021-02-04
2020-09-30	$364,629	6,725	-1.5%	Shares	Sole	2020-10-26
2020-06-30	$353,876	6,825	+3.0%	Shares	Sole	2020-08-13
2020-03-31	$358,677	6,625	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.