Baldwin Investment Management, LLC

Position in SO — Southern Co

CIK 1346378 WEST CONSHOHOCKEN, PA

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,177,763

+$1,417,528 QoQ

Shares Held

33,202

+82.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#596

of 2,360 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Utilities · as of Jun 30, 2026

Baldwin Investment Management, LLC holds $10,109,418 across 5 Utilities - Regulated Electric names. SO ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	62,458	$5,481,938
2	SO	Southern Co This page	33,202	$3,177,763
3	DUK	Duke Energy CORP	7,218	$913,654
4	EXC	Exelon Corp	6,450	$300,699
5	PEG	Public Service Enterprise Group Inc	2,900	$235,364

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,177,763	33,202	+82.1%	Shares	Sole	2026-07-28
2026-03-31	$1,760,235	18,237	+7.0%	Shares	Sole	2026-05-12
2025-12-31	$1,485,626	17,037	+22.8%	Shares	Sole	2026-02-13
2025-09-30	$1,315,218	13,878	+4.1%	Shares	Sole	2025-11-10
2025-06-30	$1,223,910	13,328	-1.0%	Shares	Sole	2025-08-11
2025-03-31	$1,237,463	13,458	+7.4%	Shares	Sole	2025-05-07
2024-12-31	$1,031,222	12,527	+3.8%	Shares	Sole	2025-02-14
2024-09-30	$1,088,382	12,069	-3.2%	Shares	Sole	2024-11-13
2024-06-30	$967,297	12,470	+31.6%	Shares	Sole	2024-07-30
2024-03-31	$679,736	9,475	+7.7%	Shares	Sole	2024-05-14
2023-12-31	$617,056	8,800	+17.7%	Shares	Sole	2024-02-13
2023-09-30	$483,782	7,475	-3.9%	Shares	Sole	2023-11-14
2023-06-30	$546,193	7,775	-2.5%	Shares	Sole	2023-08-01
2023-03-31	$554,900	7,975	+27.1%	Shares	Sole	2023-05-15
2022-12-31	$448,097	6,275	+30.7%	Shares	Sole	2023-02-10
2022-09-30	$326,400	4,800	-6.8%	Shares	Sole	2022-11-14
2022-06-30	$367,246	5,150	-20.3%	Shares	Sole	2022-08-02
2022-03-31	$468,777	6,465	0.0%	Shares	Sole	2022-05-16
2021-12-31	$443,369	6,465	+33.3%	Shares	Sole	2022-02-11
2021-09-30	$300,554	4,850	+15.5%	Shares	Sole	2021-11-15
2021-06-30	$254,142	4,200	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.