CAPE COD FIVE CENTS SAVINGS BANK

Bank

Position in SO — Southern Co

CIK 1054646 ORLEANS, MA

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$377,480

-$12,740 QoQ

Shares Held

3,944

-11.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,581

of 2,360 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CAPE COD FIVE CENTS SAVINGS BANK holds $12,298,274 across 5 Utilities - Regulated Electric names. SO ranks #4 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	84,872	$7,449,214
2	WEC	Wec Energy Group, Inc.	31,852	$3,719,358
3	ES	Eversource Energy	6,630	$479,150
4	SO	Southern Co This page	3,944	$377,480
5	AEP	American Electric Power Co Inc	1,996	$273,072

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$377,480	3,944	-11.9%	Shares	Sole	2026-08-14
2025-12-31	$390,220	4,475	0.0%	Shares	Sole	2026-02-13
2025-09-30	$424,095	4,475	0.0%	Shares	Sole	2025-11-14
2025-06-30	$410,939	4,475	0.0%	Shares	Sole	2025-11-05
2025-03-31	$411,476	4,475	0.0%	Shares	Sole	2025-07-21
2024-12-31	$368,382	4,475	0.0%	Shares	Sole	2025-02-18
2024-09-30	$403,555	4,475	-3.0%	Shares	Sole	2025-02-18
2024-06-30	$357,752	4,612	-7.2%	Shares	Sole	2024-08-16
2024-03-31	$356,619	4,971	-9.5%	Shares	Sole	2024-05-15
2023-12-31	$385,239	5,494	-50.0%	Shares	Sole	2024-02-15
2023-09-30	$711,143	10,988	+86.6%	Shares	Sole	2023-11-14
2023-06-30	$413,561	5,887	-2.0%	Shares	Sole	2023-08-15
2023-03-31	$418,106	6,009	-19.5%	Shares	Sole	2023-05-15
2022-12-31	$533,361	7,469	-1.1%	Shares	Sole	2023-02-15
2022-09-30	$513,332	7,549	-8.2%	Shares	Sole	2022-11-17
2022-06-30	$586,239	8,221	-2.3%	Shares	Sole	2022-08-12
2022-03-31	$610,171	8,415	-1.2%	Shares	Sole	2022-05-10
2021-12-31	$583,821	8,513	+1.1%	Shares	Sole	2022-02-10
2021-09-30	$521,601	8,417	-0.1%	Shares	Sole	2021-11-05
2021-06-30	$509,675	8,423	-6.1%	Shares	Sole	2021-07-28
2021-03-31	$557,823	8,974	-8.6%	Shares	Sole	2021-05-11
2020-12-31	$602,873	9,814	-1.3%	Shares	Sole	2021-02-09
2020-09-30	$539,054	9,942	-4.8%	Shares	Sole	2020-11-10
2020-06-30	$541,521	10,444	-5.1%	Shares	Sole	2020-08-14
2020-03-31	$595,648	11,002	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.