SEC 13F Intelligence

Pullen Investment Management, LLC / SO

Pullen Investment Management, LLC’s Southern Co Position

Does Pullen Investment Management, LLC own Southern Co (SO)? Yes — 29.2K shares worth $3M (+1.42% of its 13F portfolio) as of Q1 2026, down from 29.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
29.2K
% of Portfolio
+1.42%
Quarters Held
9
currently held

Position History SO

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $3MQ3 ’24Q4 ’24: $2MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.2K$3M+1.42%
Q4 202529.3K$3M+1.35%
Q3 202529.4K$3M+1.51%
Q2 202529.2K$3M+1.62%
Q1 202529.6K$3M+1.72%
Q4 202429.7K$2M+1.59%
Q3 202430.0K$3M+1.98%
Q2 202429.5K$2M+1.90%
Q1 202429.0K$2M+1.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pullen Investment Management, LLC’s full portfolio or all institutional holders of SO.