CALDWELL SUTTER CAPITAL, INC.

Position in SO — Southern Co

CIK 702007 SAUSALITO, CA

Position in SO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$95,135

-$1,771 QoQ

Shares Held

994

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,122

of 2,354 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $2,977,463 across 17 Utilities - Regulated Electric names. SO ranks #7 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	6,068	$768,087
2	NEE	Nextera Energy Inc	5,775	$506,871
3	ED	Consolidated Edison Inc	3,843	$425,151
4	D	Dominion Energy, Inc	5,329	$363,917
5	AEP	American Electric Power Co Inc	2,269	$310,421
6	PCG	PG&E Corp	10,537	$177,232
7	SO	Southern Co This page	994	$95,135
8	EVRG	Evergy, Inc.	956	$82,627

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,135	994	-1.0%	Shares	Sole	2026-08-05
2026-03-31	$96,906	1,004	+1.0%	Shares	Sole	2026-05-06
2025-12-31	$86,676	994	+2.6%	Shares	Sole	2026-01-30
2025-09-30	$91,832	969	-9.4%	Shares	Sole	2025-10-29
2025-06-30	$98,166	1,069	0.0%	Shares	Sole	2025-07-11
2025-03-31	$98,294	1,069	-3.2%	Shares	Sole	2025-04-16
2024-12-31	$90,881	1,104	-1.7%	Shares	Sole	2025-01-21
2024-09-30	$101,272	1,123	+0.1%	Shares	Sole	2024-10-25
2024-06-30	$87,033	1,122	-11.2%	Shares	Sole	2024-07-23
2024-03-31	$90,679	1,264	+4.1%	Shares	Sole	2024-04-19
2023-12-31	$85,125	1,214	+2.5%	Shares	Sole	2024-01-19
2023-09-30	$76,628	1,184	+6.3%	Shares	Sole	2023-10-25
2023-06-30	$78,258	1,114	+70.3%	Shares	Sole	2023-07-19
2023-03-31	$45,505	654	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.