ZWJ INVESTMENT COUNSEL INC

Position in SO — Southern Co

CIK 842782 Atlanta, GA

Position in SO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,520,331

+$24,421 QoQ

Shares Held

26,333

+1.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#674

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ZWJ INVESTMENT COUNSEL INC holds $72,070,970 across 8 Utilities - Regulated Electric names. SO ranks #3 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	392,706	$53,726,107
2	ES	Eversource Energy	154,781	$11,186,022
3	SO	Southern Co This page	26,333	$2,520,331
4	NEE	Nextera Energy Inc	21,501	$1,887,142
5	DUK	Duke Energy CORP	12,593	$1,594,021
6	WEC	Wec Energy Group, Inc.	3,739	$436,603
7	D	Dominion Energy, Inc	5,579	$380,989
8	ETR	Entergy Corp /De/	2,958	$339,755

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,520,331	26,333	+1.8%	Shares	Sole	2026-07-16
2026-03-31	$2,495,910	25,859	-0.1%	Shares	Sole	2026-04-24
2025-12-31	$2,257,084	25,884	+7.8%	Shares	Sole	2026-01-23
2025-09-30	$2,274,480	24,000	-1.8%	Shares	Sole	2025-10-15
2025-06-30	$2,244,508	24,442	+5.8%	Shares	Sole	2025-07-21
2025-03-31	$2,124,228	23,102	-2.5%	Shares	Sole	2025-04-28
2024-12-31	$1,949,996	23,688	+9.7%	Shares	Sole	2025-01-16
2024-09-30	$1,947,527	21,596	-0.9%	Shares	Sole	2024-10-16
2024-06-30	$1,690,870	21,798	+0.5%	Shares	Sole	2024-07-19
2024-03-31	$1,556,399	21,695	-1.4%	Shares	Sole	2024-04-26
2023-12-31	$1,543,481	22,012	-0.2%	Shares	Sole	2024-01-31
2023-09-30	$1,427,270	22,053	-2.5%	Shares	Sole	2023-11-14
2023-06-30	$1,588,563	22,613	+0.1%	Shares	Sole	2023-07-13
2023-03-31	$1,572,438	22,599	+0.4%	Shares	Sole	2023-04-26
2022-12-31	$1,607,724	22,514	+0.3%	Shares	Sole	2023-01-24
2022-09-30	$1,526,872	22,454	-6.5%	Shares	Sole	2022-10-19
2022-06-30	$1,711,725	24,004	+8.6%	Shares	Sole	2022-08-02
2022-03-31	$1,603,123	22,109	-2.2%	Shares	Sole	2022-05-10
2021-12-31	$1,550,525	22,609	0.0%	Shares	Sole	2022-03-31
2021-09-30	$1,401,079	22,609	+26.8%	Shares	Sole	2022-03-31
2021-06-30	$1,078,832	17,829	-60.5%	Shares	Sole	2022-03-31
2021-03-31	$2,807,456	45,165	+43.9%	Shares	Sole	2021-05-06
2020-12-31	$1,927,673	31,380	+26.3%	Shares	Sole	2021-02-26
2020-09-30	$1,346,933	24,842	-2.6%	Shares	Sole	2020-11-03
2020-06-30	$1,322,278	25,502	-5.8%	Shares	Sole	2020-07-28
2020-03-31	$1,465,894	27,076	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.