RESOURCES MANAGEMENT CORP /CT/ /ADV

Position in SO — Southern Co

CIK 749044 WEST HARTFORD, CT

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,033,476

-$23,224 QoQ

Shares Held

10,798

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#998

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

RESOURCES MANAGEMENT CORP /CT/ /ADV holds $25,139,557 across 5 Utilities - Regulated Electric names. SO ranks #4 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	217,406	$19,081,724
2	DUK	Duke Energy CORP	22,838	$2,890,834
3	ES	Eversource Energy	20,782	$1,501,915
4	SO	Southern Co This page	10,798	$1,033,476
5	WEC	Wec Energy Group, Inc.	5,409	$631,608

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,033,476	10,798	-1.4%	Shares	Sole	2026-08-14
2026-03-31	$1,056,700	10,948	-2.8%	Shares	Sole	2026-05-15
2025-12-31	$982,133	11,263	+4.4%	Shares	Sole	2026-02-13
2025-09-30	$1,022,568	10,790	-2.5%	Shares	Sole	2025-11-14
2025-06-30	$1,016,558	11,070	-1.3%	Shares	Sole	2025-08-15
2025-03-31	$1,031,679	11,220	0.0%	Shares	Sole	2025-05-16
2024-12-31	$923,630	11,220	-3.0%	Shares	Sole	2025-02-14
2024-09-30	$1,043,382	11,570	-1.5%	Shares	Sole	2024-11-15
2024-06-30	$911,059	11,745	-1.0%	Shares	Sole	2024-08-14
2024-03-31	$850,836	11,860	0.0%	Shares	Sole	2024-05-15
2023-12-31	$831,623	11,860	-1.0%	Shares	Sole	2024-02-14
2023-09-30	$775,669	11,985	+3.4%	Shares	Sole	2023-11-16
2023-06-30	$814,548	11,595	-6.3%	Shares	Sole	2023-08-16
2023-03-31	$395	12,375	-2.9%	Shares	Sole	2023-05-11
2022-12-31	$910,120	12,745	0.0%	Shares	Sole	2023-02-08
2022-09-30	$866,660	12,745	0.0%	Shares	Sole	2022-11-15
2022-06-30	$908,845	12,745	-1.7%	Shares	Sole	2022-08-10
2022-03-31	$940,454	12,970	-0.1%	Shares	Sole	2022-05-20
2021-12-31	$890,511	12,985	+0.4%	Shares	Sole	2022-02-04
2021-09-30	$801,272	12,930	+5.4%	Shares	Sole	2021-11-12
2021-06-30	$742,155	12,265	-0.1%	Shares	Sole	2021-08-10
2021-03-31	$763,324	12,280	-0.8%	Shares	Sole	2021-05-13
2020-12-31	$760,196	12,375	-0.8%	Shares	Sole	2021-02-16
2020-09-30	$676,394	12,475	+3.8%	Shares	Sole	2020-11-12
2020-06-30	$622,925	12,014	+1.1%	Shares	Sole	2020-08-11
2020-03-31	$643,074	11,878	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.