WOODSTOCK CORP

Position in SO — Southern Co

CIK 1008877 BOSTON, MA

Position in SO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$6,288,625

-$100,516 QoQ

Shares Held

65,705

-0.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#433

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Utilities · as of Jun 30, 2026

WOODSTOCK CORP holds $19,614,096 across 3 Utilities - Regulated Electric names. SO ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	137,052	$12,029,054
2	SO	Southern Co This page	65,705	$6,288,625
3	D	Dominion Energy, Inc	18,984	$1,296,417

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,288,625	65,705	-0.7%	Shares	Sole	2026-07-13
2026-03-31	$6,389,141	66,195	+1.7%	Shares	Sole	2026-04-08
2025-12-31	$5,673,232	65,060	+0.9%	Shares	Sole	2026-01-14
2025-09-30	$6,109,821	64,470	+1.2%	Shares	Sole	2025-10-07
2025-06-30	$5,851,866	63,725	+0.0%	Shares	Sole	2025-07-09
2025-03-31	$5,859,421	63,724	+52.4%	Shares	Sole	2025-04-09
2024-12-31	$3,442,869	41,823	+5.1%	Shares	Sole	2025-01-15
2024-09-30	$3,587,630	39,783	+5.3%	Shares	Sole	2024-10-11
2024-06-30	$2,930,051	37,773	+4.4%	Shares	Sole	2024-07-08
2024-03-31	$2,596,485	36,193	+95.0%	Shares	Sole	2024-04-09
2023-12-31	$1,301,427	18,560	+2.6%	Shares	Sole	2024-01-08
2023-09-30	$1,170,655	18,088	-4.6%	Shares	Sole	2023-10-10
2023-06-30	$1,331,448	18,953	+19.5%	Shares	Sole	2023-07-07
2023-03-31	$1,103,747	15,863	+4.0%	Shares	Sole	2023-04-06
2022-12-31	$1,089,573	15,258	+7.0%	Shares	Sole	2023-01-10
2022-09-30	$969,884	14,263	+0.6%	Shares	Sole	2022-10-11
2022-06-30	$1,011,033	14,178	-0.8%	Shares	Sole	2022-07-11
2022-03-31	$1,036,312	14,292	-14.9%	Shares	Sole	2022-04-07
2021-12-31	$1,152,281	16,802	0.0%	Shares	Sole	2022-01-07
2021-09-30	$1,041,219	16,802	+0.7%	Shares	Sole	2021-10-05
2021-06-30	$1,009,125	16,677	0.0%	Shares	Sole	2021-07-06
2021-03-31	$1,036,642	16,677	-3.8%	Shares	Sole	2021-04-05
2020-12-31	$1,064,397	17,327	-0.4%	Shares	Sole	2021-01-06
2020-09-30	$943,265	17,397	0.0%	Shares	Sole	2020-10-02
2020-06-30	$902,034	17,397	+0.4%	Shares	Sole	2020-07-07
2020-03-31	$938,029	17,326	—	Shares	Sole	2020-04-03
No filing history on record for this holder in this stock.