NORTH STAR ASSET MANAGEMENT INC

Position in SO — Southern Co

CIK 1056559 NEENAH, WI

Position in SO

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$270,476

-$2,289 QoQ

Shares Held

2,826

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,802

of 2,356 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NORTH STAR ASSET MANAGEMENT INC holds $1,620,623 across 5 Utilities - Regulated Electric names. SO ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	6,401	$561,815
2	AEP	American Electric Power Co Inc	2,099	$287,164
3	SO	Southern Co This page	2,826	$270,476
4	LNT	Alliant Energy Corp	3,340	$254,808
5	XEL	Xcel Energy Inc	3,068	$246,360

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,476	2,826	0.0%	Shares	Sole	2026-08-18
2026-03-31	$272,765	2,826	-4.4%	Shares	Sole	2026-05-06
2025-12-31	$257,850	2,957	0.0%	Shares	Sole	2026-02-09
2025-09-30	$280,234	2,957	0.0%	Shares	Sole	2025-11-10
2025-06-30	$271,541	2,957	+4.6%	Shares	Sole	2025-08-12
2025-03-31	$259,850	2,826	0.0%	Shares	Sole	2025-05-08
2024-12-31	$232,636	2,826	-0.4%	Shares	Sole	2025-02-19
2024-09-30	$255,750	2,836	+0.4%	Shares	Sole	2024-11-14
2024-06-30	$219,212	2,826	-9.6%	Shares	Sole	2024-08-05
2024-03-31	$224,259	3,126	0.0%	Shares	Sole	2024-05-08
2023-12-31	$219,195	3,126	0.0%	Shares	Sole	2024-02-01
2023-09-30	$202,314	3,126	0.0%	Shares	Sole	2023-10-26
2023-06-30	$219,601	3,126	0.0%	Shares	Sole	2023-08-09
2023-03-31	$217,507	3,126	-3.1%	Shares	Sole	2023-05-10
2022-12-31	$230,440	3,227	+3.2%	Shares	Sole	2023-03-06
2022-09-30	$212,636	3,127	0.0%	Shares	Sole	2022-11-08
2022-06-30	$222,986	3,127	0.0%	Shares	Sole	2022-07-28
2022-03-31	$226,738	3,127	0.0%	Shares	Sole	2022-04-29
2021-12-31	$214,449	3,127	—	Shares	Sole	2022-02-07
No filing history on record for this holder in this stock.