LEE DANNER & BASS INC

Position in SO — Southern Co

CIK 939219 NASHVILLE, TN

Position in SO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$466,107

-$8,771 QoQ

Shares Held

4,870

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,457

of 2,360 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LEE DANNER & BASS INC holds $5,293,314 across 4 Utilities - Regulated Electric names. SO ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	20,211	$2,558,308
2	D	Dominion Energy, Inc	22,197	$1,515,833
3	NEE	Nextera Energy Inc	8,580	$753,066
4	SO	Southern Co This page	4,870	$466,107

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,107	4,870	-1.0%	Shares	Sole	2026-07-21
2026-03-31	$474,878	4,920	0.0%	Shares	Sole	2026-04-28
2025-12-31	$429,024	4,920	0.0%	Shares	Sole	2026-01-29
2025-09-30	$466,268	4,920	0.0%	Shares	Sole	2025-10-29
2025-06-30	$451,803	4,920	0.0%	Shares	Sole	2025-07-31
2025-03-31	$452,394	4,920	0.0%	Shares	Sole	2025-04-29
2024-12-31	$405,014	4,920	0.0%	Shares	Sole	2025-02-11
2024-09-30	$443,685	4,920	-2.0%	Shares	Sole	2024-10-30
2024-06-30	$389,401	5,020	-0.6%	Shares	Sole	2024-07-30
2023-12-31	$354,035	5,049	-4.4%	Shares	Sole	2024-02-01
2023-09-30	$341,656	5,279	0.0%	Shares	Sole	2023-10-27
2023-06-30	$370,849	5,279	+0.7%	Shares	Sole	2023-07-31
2023-03-31	$364,668	5,241	+0.4%	Shares	Sole	2023-05-02
2022-12-31	$372,760	5,220	+1.1%	Shares	Sole	2023-02-01
2022-09-30	$350,948	5,161	+0.3%	Shares	Sole	2022-10-31
2022-06-30	$366,889	5,145	-12.2%	Shares	Sole	2022-07-25
2022-03-31	$424,836	5,859	-0.2%	Shares	Sole	2022-04-27
2021-12-31	$402,564	5,870	-10.5%	Shares	Sole	2022-01-27
2021-09-30	$406,585	6,561	+0.3%	Shares	Sole	2021-11-01
2021-06-30	$395,977	6,544	+0.3%	Shares	Sole	2021-07-27
2021-03-31	$405,656	6,526	+5.6%	Shares	Sole	2021-04-29
2020-12-31	$379,453	6,177	+0.3%	Shares	Sole	2021-02-09
2020-09-30	$333,995	6,160	+0.3%	Shares	Sole	2020-11-12
2020-06-30	$318,307	6,139	-1.0%	Shares	Sole	2020-08-10
2020-03-31	$335,668	6,200	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.