Ballentine Partners, LLC

Position in SO — Southern Co

CIK 1374889 Waltham, MA

Position in SO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$774,101

+$17,192 QoQ

Shares Held

8,088

+3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#171

of 427 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ballentine Partners, LLC holds $21,923,672 across 29 Utilities - Regulated Electric names. SO ranks #8 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	37,480	$3,289,618
2	EXC	Exelon Corp	47,603	$2,219,250
3	AEP	American Electric Power Co Inc	15,829	$2,165,564
4	DUK	Duke Energy CORP	14,134	$1,789,080
5	AEE	Ameren Corp	9,219	$1,042,115
6	ED	Consolidated Edison Inc	8,569	$947,988
7	D	Dominion Energy, Inc	13,577	$927,172
8	SO	Southern Co This page	8,088	$774,101

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$774,101	8,088	+3.1%	Shares	Other	2026-07-17
2026-03-31	$756,909	7,842	+10.4%	Shares	Other	2026-05-14
2025-12-31	$619,294	7,102	-18.5%	Shares	Sole	2026-02-03
2025-09-30	$825,634	8,712	+18.7%	Shares	Sole	2025-11-03
2025-06-30	$673,755	7,337	+6.6%	Shares	Other	2025-07-15
2025-03-31	$632,983	6,884	+20.0%	Shares	Other	2025-05-01
2024-12-31	$472,104	5,735	+1.8%	Shares	Other	2025-01-16
2024-09-30	$508,253	5,636	+1.6%	Shares	Other	2024-10-23
2024-06-30	$430,435	5,549	+94.6%	Shares	Other	2024-08-06
2024-03-31	$204,601	2,852	-31.5%	Shares	Other	2024-04-11
2023-12-31	$291,978	4,164	-49.6%	Shares	Sole	2024-01-23
2023-09-30	$535,103	8,268	-22.9%	Shares	Sole	2023-10-19
2023-06-30	$753,711	10,729	+2.8%	Shares	Sole	2023-07-26
2023-03-31	$726,065	10,435	+151.9%	Shares	Other	2023-04-27
2022-12-31	$295,780	4,142	+19.5%	Shares	Other	2023-01-27
2022-09-30	$235,756	3,467	—	Shares	Other	2022-10-26
No filing history on record for this holder in this stock.