PEOPLES FINANCIAL SERVICES CORP.

Position in SO — Southern Co

CIK 1056943 MOOSIC, PA

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,716,366

-$22,344 QoQ

Shares Held

17,933

-0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#817

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 48% Shared 50% None 2%

Utilities · as of Jun 30, 2026

PEOPLES FINANCIAL SERVICES CORP. holds $7,580,387 across 11 Utilities - Regulated Electric names. SO ranks #2 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	21,544	$1,890,916
2	SO	Southern Co This page	17,933	$1,716,366
3	DUK	Duke Energy CORP	9,156	$1,158,965
4	D	Dominion Energy, Inc	15,386	$1,050,709
5	PPL	PPL Corp	21,109	$767,312
6	AEP	American Electric Power Co Inc	2,785	$381,015
7	XEL	Xcel Energy Inc	3,400	$273,020
8	EXC	Exelon Corp	4,174	$194,591

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,716,366	17,933	-0.4%	Shares	Sole	2026-07-22
2026-03-31	$1,738,710	18,014	+0.1%	Shares	Sole	2026-04-20
2025-12-31	$1,569,251	17,996	-0.6%	Shares	Sole	2026-01-26
2025-09-30	$1,715,525	18,102	0.0%	Shares	Sole	2025-10-28
2025-06-30	$1,662,306	18,102	-6.0%	Shares	Sole	2025-07-17
2025-03-31	$1,770,129	19,251	-1.5%	Shares	Sole	2025-04-30
2024-12-31	$1,609,437	19,551	-0.2%	Shares	Sole	2025-01-14
2024-09-30	$1,766,445	19,588	-3.0%	Shares	Sole	2024-10-16
2024-06-30	$1,566,758	20,198	-3.9%	Shares	Sole	2024-07-25
2024-03-31	$1,508,476	21,027	-9.9%	Shares	Sole	2024-04-17
2023-12-31	$1,635,549	23,325	-1.1%	Shares	Sole	2024-01-24
2023-09-30	$1,526,227	23,582	-0.4%	Shares	Sole	2023-10-13
2023-06-30	$1,663,660	23,682	-0.8%	Shares	Sole	2023-07-11
2023-03-31	$1,661,709	23,882	-2.5%	Shares	Sole	2023-04-13
2022-12-31	$1,748,259	24,482	-0.8%	Shares	Sole	2023-01-12
2022-09-30	$1,678,376	24,682	-1.0%	Shares	Sole	2022-10-07
2022-06-30	$1,777,900	24,932	-1.6%	Shares	Sole	2022-07-07
2022-03-31	$1,836,823	25,332	-1.0%	Shares	Sole	2022-04-15
2021-12-31	$1,754,413	25,582	-1.9%	Shares	Sole	2022-01-19
2021-09-30	$1,616,301	26,082	-0.4%	Shares	Sole	2021-10-15
2021-06-30	$1,584,454	26,185	-1.4%	Shares	Sole	2021-07-14
2021-03-31	$1,650,037	26,545	-3.6%	Shares	Sole	2021-04-15
2020-12-31	$1,692,089	27,545	+0.5%	Shares	Sole	2021-01-12
2020-09-30	$1,486,332	27,413	-1.4%	Shares	Sole	2020-10-07
2020-06-30	$1,441,844	27,808	+7.7%	Shares	Sole	2020-07-10
2020-03-31	$1,397,245	25,808	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.