Aureus Asset Management, LLC

Position in SO — Southern Co

CIK 1381296 BOSTON, MA

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$237,647

-$193,121 QoQ

Shares Held

2,483

-44.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,923

of 2,360 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Aureus Asset Management, LLC holds $52,927,129 across 3 Utilities - Regulated Electric names. SO ranks #3 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	595,785	$52,292,049
2	AEP	American Electric Power Co Inc	2,905	$397,433
3	SO	Southern Co This page	2,483	$237,647

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,647	2,483	-44.4%	Shares	Sole	2026-08-14
2026-03-31	$430,768	4,463	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.