CCM INVESTMENT ADVISERS LLC

Position in SO — Southern Co

CIK 931097 COLUMBIA, SC

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$14,721,537

+$275,003 QoQ

Shares Held

153,814

+2.8% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#263

of 2,360 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CCM INVESTMENT ADVISERS LLC holds $28,836,416 across 3 Utilities - Regulated Electric names. SO ranks #1 (51.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	153,814	$14,721,537
2	AEP	American Electric Power Co Inc	78,254	$10,705,929
3	FE	Firstenergy Corp	71,707	$3,408,950

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,721,537	153,814	+2.8%	Shares	Sole	2026-08-12
2026-03-31	$14,446,534	149,674	-8.4%	Shares	Sole	2026-05-20
2025-12-31	$14,249,090	163,407	+10.5%	Shares	Sole	2026-01-12
2025-09-30	$14,017,335	147,909	+2.0%	Shares	Sole	2025-10-10
2025-06-30	$13,319,023	145,040	+1.4%	Shares	Sole	2025-07-15
2025-03-31	$13,156,022	143,078	+1.9%	Shares	Sole	2025-04-16
2024-12-31	$11,559,292	140,419	-0.1%	Shares	Sole	2025-01-10
2024-09-30	$12,672,905	140,529	+1.1%	Shares	Sole	2024-10-09
2024-06-30	$10,786,418	139,054	+0.8%	Shares	Sole	2024-07-11
2024-03-31	$9,900,622	138,007	-1.3%	Shares	Sole	2024-05-17
2023-12-31	$9,802,425	139,795	-18.9%	Shares	Sole	2024-03-05
2023-09-30	$11,155,009	172,358	+2.6%	Shares	Sole	2023-12-08
2023-06-30	$11,802,702	168,010	+0.4%	Shares	Sole	2023-08-21
2023-03-31	$11,642,612	167,327	-10.0%	Shares	Sole	2023-05-17
2022-12-31	$13,279,403	185,960	-11.0%	Shares	Sole	2023-02-15
2022-09-30	$14,202,480	208,860	+2.7%	Shares	Sole	2022-11-09
2022-06-30	$14,501,316	203,356	+224.2%	Shares	Sole	2022-07-27
2022-03-31	$4,547,754	62,719	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.