Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$325,414
-$31,710 QoQ
Shares Held
3,400
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,663
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Douglass Winthrop Advisors, LLC holds $4,218,540 across 2 Utilities - Regulated Electric names. SO ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,356 | $3,893,126 | |
| 2 | SO |
Southern Co
This page
|
3,400 | $325,414 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,414 | 3,400 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $357,124 | 3,700 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $322,640 | 3,700 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $353,113 | 3,726 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $342,066 | 3,725 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $342,513 | 3,725 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $319,483 | 3,881 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $349,988 | 3,881 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $341,618 | 4,404 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $301,308 | 4,200 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $294,504 | 4,200 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $271,824 | 4,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $319,637 | 4,550 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $316,589 | 4,550 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $324,915 | 4,550 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $309,400 | 4,550 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $324,460 | 4,550 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $333,546 | 4,600 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $315,468 | 4,600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $285,062 | 4,600 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $278,346 | 4,600 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $285,936 | 4,600 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $781,021 | 12,714 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $418,253 | 7,714 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $420,710 | 8,114 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $376,273 | 6,950 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||