RNC CAPITAL MANAGEMENT LLC

Position in SO — Southern Co

CIK 51762 LOS ANGELES, CA

Position in SO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$203,479

-$127,187 QoQ

Shares Held

2,126

-54.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,040

of 2,360 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

RNC CAPITAL MANAGEMENT LLC holds $63,305,729 across 6 Utilities - Regulated Electric names. SO ranks #6 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	659,548	$57,004,733
2	DUK	Duke Energy CORP	39,556	$5,006,998
3	NGG	National Grid PLC	6,280	$520,423
4	XEL	Xcel Energy Inc	3,929	$315,498
5	PEG	Public Service Enterprise Group Inc	3,137	$254,598
6	SO	Southern Co This page	2,126	$203,479

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,479	2,126	-54.8%	Shares	Sole	2026-08-07
2023-06-30	$330,666	4,707	0.0%	Shares	Sole	2023-07-21
2023-03-31	$327,513	4,707	+38.0%	Shares	Sole	2023-04-21
2022-12-31	$243,650	3,412	-14.4%	Shares	Sole	2023-01-11
2022-09-30	$271,184	3,988	0.0%	Shares	Sole	2022-10-18
2022-06-30	$284,384	3,988	0.0%	Shares	Sole	2022-07-22
2022-03-31	$289,169	3,988	0.0%	Shares	Sole	2022-07-22
2021-12-31	$273,497	3,988	0.0%	Shares	Sole	2022-02-04
2021-09-30	$247,136	3,988	-11.6%	Shares	Sole	2021-11-02
2021-06-30	$272,960	4,511	+2.3%	Shares	Sole	2021-07-20
2021-03-31	$274,187	4,411	0.0%	Shares	Sole	2021-04-26
2020-12-31	$270,967	4,411	0.0%	Shares	Sole	2021-01-13
2020-09-30	$239,164	4,411	-8.3%	Shares	Sole	2020-12-03
2020-06-30	$249,450	4,811	0.0%	Shares	Sole	2020-07-23
2020-03-31	$260,467	4,811	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.