LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

Position in SO — Southern Co

CIK 897599 BETHESDA, MD

Position in SO

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$13,520,521

-$8,675,367 QoQ

Shares Held

140,080

-45.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO holds $78,484,720 across 5 Utilities - Regulated Electric names. SO ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	232,670	$30,465,809
2	NGG	National Grid PLC	214,700	$18,163,620
3	SO	Southern Co This page	140,080	$13,520,521
4	AEP	American Electric Power Co Inc	101,000	$13,239,080
5	NEE	Nextera Energy Inc	33,330	$3,095,690

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,520,521	140,080	-45.0%	Shares	Sole	2026-05-07
2025-12-31	$22,195,888	254,540	+69.7%	Shares	Sole	2026-02-05
2025-09-30	$14,212,656	149,970	-30.5%	Shares	Sole	2025-10-30
2025-06-30	$19,821,505	215,850	+42.1%	Shares	Sole	2025-08-04
2025-03-31	$13,969,044	151,920	+51.8%	Shares	Sole	2025-05-12
2024-12-31	$8,236,116	100,050	-16.0%	Shares	Sole	2025-01-27
2024-09-30	$10,741,339	119,110	-23.3%	Shares	Sole	2024-11-14
2024-06-30	$12,048,172	155,320	-14.9%	Shares	Sole	2024-08-07
2024-03-31	$13,088,245	182,440	-8.6%	Shares	Sole	2024-05-13
2023-12-31	$13,988,940	199,500	+183.0%	Shares	Sole	2024-02-12
2023-09-30	$4,562,760	70,500	0.0%	Shares	Sole	2023-11-13
2023-06-30	$4,952,625	70,500	+11.6%	Shares	Sole	2023-08-14
2023-03-31	$4,397,456	63,200	0.0%	Shares	Sole	2023-05-11
2022-12-31	$4,513,112	63,200	+4.6%	Shares	Sole	2023-02-14
2022-09-30	$4,107,200	60,400	-16.3%	Shares	Sole	2022-11-03
2022-06-30	$5,148,582	72,200	-27.7%	Shares	Sole	2022-08-12
2022-03-31	$7,236,498	99,800	-15.3%	Shares	Sole	2022-05-12
2021-12-31	$8,078,724	117,800	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.