BOSTON RESEARCH & MANAGEMENT INC

Position in SO — Southern Co

CIK 1259261 MANCHESTER, MA

Position in SO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$450,794

-$3,815 QoQ

Shares Held

4,710

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,473

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BOSTON RESEARCH & MANAGEMENT INC holds $12,924,172 across 4 Utilities - Regulated Electric names. SO ranks #3 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	73,786	$6,476,197
2	DUK	Duke Energy CORP	45,624	$5,775,085
3	SO	Southern Co This page	4,710	$450,794
4	WEC	Wec Energy Group, Inc.	1,902	$222,096

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$450,794	4,710	0.0%	Shares	Sole	2026-08-11
2026-03-31	$454,609	4,710	0.0%	Shares	Sole	2026-04-10
2025-12-31	$410,712	4,710	0.0%	Shares	Sole	2026-02-11
2025-09-30	$446,366	4,710	0.0%	Shares	Sole	2025-11-12
2025-06-30	$432,519	4,710	0.0%	Shares	Sole	2025-08-12
2025-03-31	$433,084	4,710	0.0%	Shares	Sole	2025-05-12
2024-12-31	$387,727	4,710	0.0%	Shares	Sole	2025-02-12
2024-09-30	$424,747	4,710	0.0%	Shares	Sole	2024-11-12
2024-06-30	$365,354	4,710	0.0%	Shares	Sole	2024-08-13
2024-03-31	$337,895	4,710	0.0%	Shares	Sole	2024-05-14
2023-12-31	$330,265	4,710	0.0%	Shares	Sole	2024-02-12
2023-09-30	$304,831	4,710	0.0%	Shares	Sole	2023-11-13
2023-06-30	$330,877	4,710	0.0%	Shares	Sole	2023-08-01
2023-03-31	$327,721	4,710	-1.3%	Shares	Sole	2023-05-10
2022-12-31	$340,839	4,773	+1.3%	Shares	Sole	2023-02-13
2022-09-30	$320,280	4,710	0.0%	Shares	Sole	2022-11-14
2022-06-30	$335,870	4,710	0.0%	Shares	Sole	2022-08-11
2022-03-31	$341,522	4,710	0.0%	Shares	Sole	2022-05-12
2021-12-31	$323,011	4,710	0.0%	Shares	Sole	2022-02-10
2021-09-30	$291,878	4,710	0.0%	Shares	Sole	2021-11-10
2021-06-30	$285,002	4,710	0.0%	Shares	Sole	2021-08-11
2021-03-31	$292,773	4,710	0.0%	Shares	Sole	2021-05-11
2020-12-31	$289,335	4,710	0.0%	Shares	Sole	2021-02-09
2020-09-30	$255,376	4,710	0.0%	Shares	Sole	2020-11-09
2020-06-30	$244,213	4,710	0.0%	Shares	Sole	2020-08-10
2020-03-31	$254,999	4,710	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.