Hartford Financial Management Inc.

Position in SO — Southern Co

CIK 1352526 WEST HARTFORD, CT

Position in SO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$478,550

-$4,050 QoQ

Shares Held

5,000

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,437

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Hartford Financial Management Inc. holds $1,446,005 across 6 Utilities - Regulated Electric names. SO ranks #1 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	5,000	$478,550
2	D	Dominion Energy, Inc	5,435	$371,156
3	AEP	American Electric Power Co Inc	2,000	$273,620
4	NGG	National Grid PLC	2,000	$165,740
5	CNP	Centerpoint Energy Inc	2,000	$88,080
6	DUK	Duke Energy CORP	544	$68,859

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,550	5,000	0.0%	Shares	Sole	2026-07-24
2026-03-31	$482,600	5,000	0.0%	Shares	Sole	2026-04-16
2025-12-31	$436,000	5,000	0.0%	Shares	Sole	2026-01-21
2025-09-30	$473,850	5,000	-10.7%	Shares	Sole	2025-10-28
2025-06-30	$514,248	5,600	-82.6%	Shares	Sole	2025-07-31
2025-03-31	$2,960,790	32,200	0.0%	Shares	Sole	2025-04-21
2024-12-31	$2,650,704	32,200	-0.6%	Shares	Sole	2025-01-23
2024-09-30	$2,920,840	32,389	-0.2%	Shares	Sole	2024-10-28
2024-06-30	$2,516,913	32,447	0.0%	Shares	Sole	2024-08-09
2024-03-31	$2,327,747	32,447	0.0%	Shares	Sole	2024-04-24
2023-12-31	$2,275,183	32,447	0.0%	Shares	Sole	2024-01-29
2023-09-30	$2,099,969	32,447	0.0%	Shares	Sole	2023-10-24
2023-06-30	$2,279,401	32,447	0.0%	Shares	Sole	2023-07-27
2023-03-31	$2,257,662	32,447	-0.8%	Shares	Sole	2023-04-25
2022-12-31	$2,336,035	32,713	0.0%	Shares	Sole	2023-02-01
2022-09-30	$2,224,484	32,713	-0.1%	Shares	Sole	2022-10-25
2022-06-30	$2,335,331	32,749	0.0%	Shares	Sole	2022-07-21
2022-03-31	$2,374,629	32,749	0.0%	Shares	Sole	2022-05-05
2021-12-31	$2,245,926	32,749	+31.6%	Shares	Sole	2022-01-27
2021-09-30	$1,541,689	24,878	+0.5%	Shares	Sole	2021-10-29
2021-06-30	$1,497,561	24,749	-0.8%	Shares	Sole	2021-07-27
2021-03-31	$1,550,829	24,949	-0.9%	Shares	Sole	2021-04-14
2020-12-31	$1,546,991	25,183	0.0%	Shares	Sole	2021-02-03
2020-09-30	$1,365,422	25,183	0.0%	Shares	Sole	2020-10-16
2020-06-30	$1,305,738	25,183	-1.6%	Shares	Sole	2020-07-23
2020-03-31	$1,385,334	25,588	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.