WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Position in SO — Southern Co
CIK 771118
BERMUDA RUN, NC
Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$361,688
+$7,460 QoQ
Shares Held
3,779
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,604
of 2,367 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV holds $5,040,211 across 2 Utilities - Regulated Electric names. SO ranks #2 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
36,961 | $4,678,523 | |
| 2 | SO |
Southern Co
This page
|
3,779 | $361,688 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,688 | 3,779 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $354,228 | 3,670 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $328,744 | 3,770 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $357,282 | 3,770 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $337,016 | 3,670 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $337,456 | 3,670 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $302,114 | 3,670 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $330,960 | 3,670 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $284,681 | 3,670 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $263,285 | 3,670 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $257,340 | 3,670 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $237,522 | 3,670 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $257,817 | 3,670 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $283,190 | 4,070 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $262,074 | 3,670 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $249,560 | 3,670 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $290,231 | 4,070 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $324,119 | 4,470 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $388,848 | 5,670 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $351,369 | 5,670 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $349,142 | 5,770 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $371,095 | 5,970 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $366,737 | 5,970 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $329,115 | 6,070 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $370,831 | 7,152 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $394,193 | 7,281 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||