Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$17,839,290
-$139,586 QoQ
Shares Held
186,389
+0.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#236
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 92%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NICHOLS & PRATT ADVISERS LLP /MA holds $18,228,725 across 2 Utilities - Regulated Electric names. SO ranks #1 (97.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
186,389 | $17,839,290 | |
| 2 | NEE |
Nextera Energy Inc
|
4,437 | $389,435 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,839,290 | 186,389 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $17,978,876 | 186,271 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $16,266,985 | 186,548 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $17,679,153 | 186,548 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $17,090,480 | 186,110 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $16,989,325 | 184,767 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $15,440,596 | 187,568 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $17,251,613 | 191,302 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $14,916,865 | 192,302 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $13,795,745 | 192,302 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $13,619,196 | 194,227 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,700,134 | 196,232 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $14,088,567 | 200,549 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $14,128,427 | 203,053 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $14,743,165 | 206,458 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $13,979,168 | 205,576 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $14,626,465 | 205,111 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $14,512,223 | 200,141 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $14,146,407 | 206,276 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $12,962,636 | 209,176 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $12,758,896 | 210,856 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $13,174,563 | 211,946 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $13,081,272 | 212,946 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $11,936,749 | 220,154 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $11,928,299 | 230,054 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $12,632,594 | 233,332 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||