Sky Investment Group LLC

Position in SO — Southern Co

CIK 1333792 HARTFORD, CT

Position in SO

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$8,253,907

+$822,811 QoQ

Shares Held

85,515

+0.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

Sky Investment Group LLC holds $17,380,036 across 4 Utilities - Regulated Electric names. SO ranks #1 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	85,515	$8,253,907
2	DUK	Duke Energy CORP	44,263	$5,795,797
3	EMA	Emera Inc	54,375	$2,820,431
4	AEP	American Electric Power Co Inc	3,890	$509,901

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,253,907	85,515	+0.3%	Shares	Sole	2026-04-16
2025-12-31	$7,431,096	85,219	+6.0%	Shares	Sole	2026-01-14
2025-09-30	$7,616,096	80,364	-0.0%	Shares	Sole	2025-10-09
2025-06-30	$7,380,744	80,374	-2.4%	Shares	Sole	2025-07-10
2025-03-31	$7,569,691	82,324	+0.7%	Shares	Sole	2025-04-16
2024-12-31	$6,729,577	81,749	+0.9%	Shares	Sole	2025-01-16
2024-09-30	$7,303,858	80,992	+0.9%	Shares	Sole	2024-10-21
2024-06-30	$6,228,250	80,292	-2.4%	Shares	Sole	2024-07-16
2024-03-31	$5,899,323	82,232	+0.1%	Shares	Sole	2024-04-23
2023-12-31	$5,758,044	82,117	+0.0%	Shares	Sole	2024-01-24
2023-09-30	$5,312,088	82,078	+0.1%	Shares	Sole	2023-10-26
2023-06-30	$5,761,975	82,021	-0.3%	Shares	Sole	2023-07-25
2023-03-31	$5,722,885	82,249	+2.8%	Shares	Sole	2023-04-25
2022-12-31	$5,714,513	80,024	+0.8%	Shares	Sole	2023-01-27
2022-09-30	$5,400,900	79,425	-0.3%	Shares	Sole	2022-10-25
2022-06-30	$5,680,198	79,655	-2.2%	Shares	Sole	2022-07-12
2022-03-31	$5,906,302	81,455	-0.2%	Shares	Sole	2022-04-14
2021-12-31	$5,597,225	81,616	+0.4%	Shares	Sole	2022-01-24
2021-09-30	$5,039,772	81,326	+1.8%	Shares	Sole	2021-11-08
2021-06-30	$4,835,354	79,910	-0.8%	Shares	Sole	2021-07-21
2021-03-31	$5,006,988	80,550	+3.0%	Shares	Sole	2021-04-20
2020-12-31	$4,804,563	78,212	-0.3%	Shares	Sole	2021-01-25
2020-09-30	$4,253,775	78,454	+3.4%	Shares	Sole	2020-10-08
2020-06-30	$3,933,444	75,862	+1.5%	Shares	Sole	2020-07-20
2020-03-31	$4,044,907	74,712	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.