WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Position in SO — Southern Co

CIK 752365 SOUTH BEND, IN

Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$988,684

+$11,033 QoQ

Shares Held

10,330

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,030

of 2,359 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $4,539,957 across 4 Utilities - Regulated Electric names. SO ranks #3 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	21,363	$1,875,030
2	AEP	American Electric Power Co Inc	8,755	$1,197,771
3	SO	Southern Co This page	10,330	$988,684
4	DUK	Duke Energy CORP	3,780	$478,472

All Filings in SO

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$988,684	10,330	+2.0%	Shares	Sole	2026-08-12
2026-03-31	$977,651	10,129	-6.5%	Shares	Sole	2026-05-11
2025-12-31	$944,550	10,832	-1.1%	Shares	Sole	2026-02-11
2025-09-30	$1,037,826	10,951	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$1,005,079	10,945	-1.0%	Shares	Sole	2025-08-11
2025-03-31	$1,016,507	11,055	+2.7%	Shares	Sole	2025-04-21
2024-12-31	$886,010	10,763	+0.5%	Shares	Sole	2025-01-29
2024-09-30	$966,188	10,714	+0.1%	Shares	Sole	2024-10-25
2024-06-30	$829,921	10,699	+16.4%	Shares	Sole	2024-07-15
2024-03-31	$659,218	9,189	+0.1%	Shares	Sole	2024-04-30
2023-12-31	$643,491	9,177	-1.7%	Shares	Sole	2024-01-25
2023-09-30	$604,031	9,333	-4.8%	Shares	Sole	2023-10-20
2023-06-30	$688,871	9,806	-7.4%	Shares	Sole	2023-07-28
2023-03-31	$737,200	10,595	-3.5%	Shares	Sole	2023-04-26
2022-12-31	$784,296	10,983	+9.8%	Shares	Sole	2023-01-30
2022-09-30	$680,136	10,002	+9.9%	Shares	Sole	2022-10-21
2022-06-30	$648,778	9,098	+2.0%	Shares	Sole	2022-07-20
2022-03-31	$646,571	8,917	+4.7%	Shares	Sole	2022-04-29
2021-12-31	$584,095	8,517	0.0%	Shares	Sole	2022-01-24
2021-09-30	$527,798	8,517	+2.8%	Shares	Sole	2021-10-18
2021-06-30	$501,325	8,285	-5.7%	Shares	Sole	2021-07-13
2021-03-31	$546,075	8,785	-18.5%	Shares	Sole	2021-04-30
2020-12-31	$662,522	10,785	-15.6%	Shares	Sole	2021-01-28
2020-09-30	$693,202	12,785	+10.0%	Shares	Sole	2020-10-27
2020-06-30	$602,756	11,625	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.