Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$276,697
+$72,651 QoQ
Shares Held
2,891
+30.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,784
of 2,360 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HOWLAND CAPITAL MANAGEMENT LLC holds $1,276,836 across 2 Utilities - Regulated Electric names. SO ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,395 | $1,000,139 | |
| 2 | SO |
Southern Co
This page
|
2,891 | $276,697 |
All Filings in SO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,697 | 2,891 | Shares | Sole | 2026-07-13 | |
| 2025-06-30 | $204,046 | 2,222 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $200,053 | 2,579 | Shares | Sole | 2024-08-12 | |
| 2020-06-30 | $206,103 | 3,975 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $233,722 | 4,317 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||