BAHL & GAYNOR INC

Position in SO — Southern Co

CIK 872259 CINCINNATI, OH

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,763,552

-$58,359 QoQ

Shares Held

18,426

-2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#803

of 2,367 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BAHL & GAYNOR INC holds $147,556,115 across 6 Utilities - Regulated Electric names. SO ranks #3 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMS	Cms Energy Corp	1,068,322	$81,726,633
2	LNT	Alliant Energy Corp	818,318	$62,429,480
3	SO	Southern Co This page	18,426	$1,763,552
4	IDA	Idacorp Inc	5,000	$756,500
5	OGE	Oge Energy Corp.	9,500	$462,270
6	AEP	American Electric Power Co Inc	3,053	$417,680

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,763,552	18,426	-2.4%	Shares	Sole	2026-08-13
2026-03-31	$1,821,911	18,876	+1.6%	Shares	Sole	2026-05-07
2025-12-31	$1,619,827	18,576	-3.1%	Shares	Sole	2026-02-12
2025-09-30	$1,816,551	19,168	-0.7%	Shares	Sole	2025-11-12
2025-06-30	$1,773,420	19,312	+3.0%	Shares	Sole	2025-08-12
2025-03-31	$1,724,154	18,751	+29.4%	Shares	Sole	2025-05-14
2024-12-31	$1,192,816	14,490	-0.9%	Shares	Sole	2025-02-06
2024-09-30	$1,318,882	14,625	+7.8%	Shares	Sole	2024-11-12
2024-06-30	$1,052,237	13,565	+0.1%	Shares	Sole	2024-08-07
2024-03-31	$971,933	13,548	+55.7%	Shares	Sole	2024-05-10
2023-12-31	$610,114	8,701	-27.3%	Shares	Sole	2024-02-02
2023-09-30	$774,633	11,969	+1.1%	Shares	Sole	2023-11-03
2023-06-30	$831,479	11,836	+2.9%	Shares	Sole	2023-08-14
2023-03-31	$800,517	11,505	-32.1%	Shares	Sole	2023-05-03
2022-12-31	$1,210,399	16,950	+26.0%	Shares	Sole	2023-02-10
2022-09-30	$914,668	13,451	+9.9%	Shares	Sole	2022-11-14
2022-06-30	$872,691	12,238	-1.7%	Shares	Sole	2022-08-08
2022-03-31	$902,531	12,447	-8.8%	Shares	Sole	2022-05-12
2021-12-31	$935,842	13,646	-0.5%	Shares	Sole	2022-02-10
2021-09-30	$849,979	13,716	+0.5%	Shares	Sole	2021-11-15
2021-06-30	$825,719	13,646	-0.3%	Shares	Sole	2021-08-06
2021-03-31	$850,473	13,682	-6.8%	Shares	Sole	2021-05-11
2020-12-31	$901,915	14,682	-12.0%	Shares	Sole	2021-02-02
2020-09-30	$904,498	16,682	-4.6%	Shares	Sole	2020-11-12
2020-06-30	$906,441	17,482	-9.4%	Shares	Sole	2020-08-13
2020-03-31	$1,044,739	19,297	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.