CONGRESS ASSET MANAGEMENT CO

Position in SO — Southern Co

CIK 897378 BOSTON, MA

Position in SO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$517,886

-$6,796 QoQ

Shares Held

5,411

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,382

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CONGRESS ASSET MANAGEMENT CO holds $45,022,162 across 5 Utilities - Regulated Electric names. SO ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	221,322	$19,425,431
2	HE	Hawaiian Electric Industries Inc	996,265	$13,479,465
3	POR	Portland General Electric Co /Or/	163,084	$8,452,643
4	IDA	Idacorp Inc	20,798	$3,146,737
5	SO	Southern Co This page	5,411	$517,886

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$517,886	5,411	-0.5%	Shares	Sole	2026-07-07
2026-03-31	$524,682	5,436	-7.6%	Shares	Sole	2026-04-14
2025-12-31	$512,910	5,882	-9.3%	Shares	Sole	2026-01-09
2025-09-30	$614,299	6,482	-0.8%	Shares	Sole	2025-10-10
2025-06-30	$599,925	6,533	-4.7%	Shares	Sole	2025-07-16
2025-03-31	$630,593	6,858	-4.2%	Shares	Sole	2025-04-11
2024-12-31	$589,246	7,158	+7.7%	Shares	Sole	2025-01-30
2024-09-30	$599,426	6,647	0.0%	Shares	Sole	2024-10-28
2024-06-30	$515,607	6,647	0.0%	Shares	Sole	2024-08-02
2024-03-31	$476,855	6,647	-1.0%	Shares	Sole	2024-04-11
2023-12-31	$470,575	6,711	0.0%	Shares	Sole	2024-03-04
2023-09-30	$434,335	6,711	+11.6%	Shares	Sole	2023-11-01
2023-06-30	$422,553	6,015	-4.0%	Shares	Sole	2023-07-27
2023-03-31	$435,918	6,265	-48.4%	Shares	Sole	2023-04-21
2022-12-31	$866,917	12,140	0.0%	Shares	Sole	2023-01-18
2022-09-30	$825,520	12,140	-14.1%	Shares	Sole	2022-11-08
2022-06-30	$1,008,323	14,140	+50.7%	Shares	Sole	2022-08-02
2022-03-31	$680,506	9,385	-1.1%	Shares	Sole	2022-04-20
2021-12-31	$650,481	9,485	-14.4%	Shares	Sole	2022-01-28
2021-09-30	$686,565	11,079	+9.9%	Shares	Sole	2021-11-08
2021-06-30	$609,940	10,080	-0.0%	Shares	Sole	2021-08-05
2021-03-31	$626,634	10,081	-4.8%	Shares	Sole	2021-05-05
2020-12-31	$650,727	10,593	+56.7%	Shares	Sole	2021-01-26
2020-09-30	$366,527	6,760	+19.4%	Shares	Sole	2020-11-03
2020-06-30	$293,471	5,660	0.0%	Shares	Sole	2020-07-23
2020-03-31	$306,432	5,660	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.