MCRAE CAPITAL MANAGEMENT INC

Position in SO — Southern Co

CIK 320376 Morristown, NJ

Position in SO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,597,282

-$21,402 QoQ

Shares Held

27,137

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#663

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MCRAE CAPITAL MANAGEMENT INC holds $3,143,380 across 3 Utilities - Regulated Electric names. SO ranks #1 (82.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	27,137	$2,597,282
2	PEG	Public Service Enterprise Group Inc	4,241	$344,199
3	ED	Consolidated Edison Inc	1,825	$201,899

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,597,282	27,137	+0.0%	Shares	Sole	2026-07-17
2026-03-31	$2,618,684	27,131	-3.3%	Shares	Sole	2026-05-14
2025-12-31	$2,446,919	28,061	-8.2%	Shares	Sole	2026-02-11
2025-09-30	$2,895,792	30,556	+0.0%	Shares	Sole	2025-11-07
2025-06-30	$2,805,590	30,552	0.0%	Shares	Sole	2025-08-06
2025-03-31	$2,809,256	30,552	-11.8%	Shares	Sole	2025-05-13
2024-12-31	$2,850,906	34,632	-1.4%	Shares	Sole	2025-01-30
2024-09-30	$3,168,203	35,132	+0.2%	Shares	Sole	2024-10-24
2024-06-30	$2,719,138	35,054	-5.6%	Shares	Sole	2024-07-24
2024-03-31	$2,663,634	37,129	-0.1%	Shares	Sole	2024-04-18
2023-12-31	$2,605,238	37,154	-2.7%	Shares	Sole	2024-01-22
2023-09-30	$2,472,562	38,204	-2.1%	Shares	Sole	2023-10-17
2023-06-30	$2,741,787	39,029	0.0%	Shares	Sole	2023-07-21
2023-03-31	$2,715,637	39,029	-5.2%	Shares	Sole	2023-04-19
2022-12-31	$2,940,592	41,179	-7.0%	Shares	Sole	2023-01-20
2022-09-30	$3,010,972	44,279	-22.9%	Shares	Sole	2022-10-20
2022-06-30	$4,094,049	57,412	-10.4%	Shares	Sole	2022-07-20
2022-03-31	$4,644,192	64,049	-17.6%	Shares	Sole	2022-04-21
2021-12-31	$5,333,740	77,774	+4.5%	Shares	Sole	2022-01-26
2021-09-30	$4,611,435	74,414	+4.6%	Shares	Sole	2021-10-26
2021-06-30	$4,304,620	71,139	+0.0%	Shares	Sole	2021-07-28
2021-03-31	$4,420,135	71,109	+25.5%	Shares	Sole	2021-05-11
2020-12-31	$3,480,869	56,664	+70.3%	Shares	Sole	2021-01-27
2020-09-30	$1,803,574	33,264	+160.6%	Shares	Sole	2020-11-09
2020-06-30	$661,813	12,764	0.0%	Shares	Sole	2020-07-23
2020-03-31	$691,042	12,764	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.