HERITAGE INVESTORS MANAGEMENT CORP

Position in SO — Southern Co

CIK 937589 BETHESDA, MD

Position in SO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$467,160

-$30,497 QoQ

Shares Held

4,881

-5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,451

of 2,354 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $15,774,627 across 5 Utilities - Regulated Electric names. SO ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	149,140	$13,090,017
2	DUK	Duke Energy CORP	11,593	$1,467,441
3	SO	Southern Co This page	4,881	$467,160
4	XEL	Xcel Energy Inc	5,472	$439,401
5	WEC	Wec Energy Group, Inc.	2,660	$310,608

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,160	4,881	-5.3%	Shares	Sole	2026-08-04
2026-03-31	$497,657	5,156	+19.3%	Shares	Sole	2026-04-24
2022-12-31	$308,705	4,323	0.0%	Shares	Sole	2023-02-06
2022-09-30	$293,964	4,323	-10.6%	Shares	Sole	2022-10-27
2022-06-30	$344,641	4,833	-15.5%	Shares	Sole	2022-08-01
2022-03-31	$414,539	5,717	-3.4%	Shares	Sole	2022-05-02
2021-12-31	$405,787	5,917	0.0%	Shares	Sole	2022-01-28
2021-09-30	$366,676	5,917	+3.5%	Shares	Sole	2021-10-28
2021-06-30	$345,935	5,717	0.0%	Shares	Sole	2021-07-29
2021-03-31	$355,368	5,717	-2.1%	Shares	Sole	2021-04-23
2020-12-31	$358,874	5,842	-3.9%	Shares	Sole	2021-01-28
2020-09-30	$329,494	6,077	-3.2%	Shares	Sole	2020-10-29
2020-06-30	$325,462	6,277	0.0%	Shares	Sole	2020-07-24
2020-03-31	$339,836	6,277	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.