Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,291,299
-$1,910,205 QoQ
Shares Held
159,767
-10.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#259
of 2,359 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $29,524,057 across 7 Utilities - Regulated Electric names. SO ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
159,767 | $15,291,299 | |
| 2 | AEP |
American Electric Power Co Inc
|
85,654 | $11,718,323 | |
| 3 | NEE |
Nextera Energy Inc
|
7,902 | $693,558 | |
| 4 | TXNM |
Txnm Energy Inc
|
11,976 | $679,997 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
4,032 | $470,816 | |
| 6 | D |
Dominion Energy, Inc
|
5,574 | $380,648 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,566 | $289,416 |
All Filings in SO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,291,299 | 159,767 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $17,201,504 | 178,217 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,855,915 | 170,366 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $16,466,666 | 173,754 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $14,192,326 | 154,550 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $13,583,589 | 147,728 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $12,045,556 | 146,326 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $14,567,587 | 161,539 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,537,897 | 110,067 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,486,404 | 62,537 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $7,330,414 | 104,541 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $578,985 | 8,946 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||