JOHN G ULLMAN & ASSOCIATES INC

Position in SO — Southern Co

CIK 919530 CORNING, NY

Position in SO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,473,337

-$24,600 QoQ

Shares Held

25,842

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#684

of 2,360 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

JOHN G ULLMAN & ASSOCIATES INC holds $45,654,380 across 9 Utilities - Regulated Electric names. SO ranks #5 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OGE	Oge Energy Corp.	458,935	$22,331,777
2	POR	Portland General Electric Co /Or/	202,882	$10,515,374
3	IDA	Idacorp Inc	33,929	$5,133,457
4	PEG	Public Service Enterprise Group Inc	35,452	$2,877,284
5	SO	Southern Co This page	25,842	$2,473,337
6	LNT	Alliant Energy Corp	11,300	$862,077
7	EMA	Emera Inc	14,600	$774,092
8	AEP	American Electric Power Co Inc	3,390	$463,785

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,473,337	25,842	-0.1%	Shares	Sole	2026-08-11
2026-03-31	$2,497,937	25,880	-0.4%	Shares	Sole	2026-05-06
2025-12-31	$2,265,456	25,980	0.0%	Shares	Sole	2026-02-05
2025-09-30	$2,462,124	25,980	-0.4%	Shares	Sole	2025-11-05
2025-06-30	$2,396,028	26,092	-0.0%	Shares	Sole	2025-07-29
2025-03-31	$2,400,170	26,103	-0.3%	Shares	Sole	2025-05-06
2024-12-31	$2,156,290	26,194	+0.4%	Shares	Sole	2025-02-05
2024-09-30	$2,353,066	26,093	0.0%	Shares	Sole	2024-11-08
2024-06-30	$2,024,034	26,093	+1.1%	Shares	Sole	2024-08-08
2024-03-31	$1,850,892	25,800	+0.4%	Shares	Sole	2024-05-06
2023-12-31	$1,802,084	25,700	0.0%	Shares	Sole	2024-01-31
2023-09-30	$1,663,304	25,700	-0.4%	Shares	Sole	2023-11-01
2023-06-30	$1,812,450	25,800	0.0%	Shares	Sole	2023-08-21
2023-03-31	$1,795,164	25,800	-0.3%	Shares	Sole	2023-05-05
2022-12-31	$1,847,947	25,878	+0.3%	Shares	Sole	2023-02-08
2022-09-30	$1,754,400	25,800	0.0%	Shares	Sole	2022-10-19
2022-06-30	$1,839,798	25,800	-0.8%	Shares	Sole	2022-07-27
2022-03-31	$1,885,260	26,000	-0.4%	Shares	Sole	2022-04-29
2021-12-31	$1,789,938	26,100	0.0%	Shares	Sole	2022-01-26
2021-09-30	$1,617,417	26,100	-1.7%	Shares	Sole	2021-11-02
2021-06-30	$1,606,540	26,550	+1.5%	Shares	Sole	2021-07-23
2021-03-31	$1,625,484	26,150	+12.5%	Shares	Sole	2021-04-22
2020-12-31	$1,428,247	23,250	+62.6%	Shares	Sole	2021-02-05
2020-09-30	$775,346	14,300	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.