Bedell Frazier Investment Counselling, LLC

Position in SO — Southern Co

CIK 1388142 Walnut Creek, CA

Position in SO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$923,792

+$32,608 QoQ

Shares Held

9,571

-6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Bedell Frazier Investment Counselling, LLC holds $1,863,803 across 4 Utilities - Regulated Electric names. SO ranks #1 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	9,571	$923,792
2	NEE	Nextera Energy Inc	5,225	$485,298
3	D	Dominion Energy, Inc	4,060	$250,989
4	ED	Consolidated Edison Inc	1,800	$203,724

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$923,792	9,571	-6.4%	Shares	Sole	2026-05-15
2025-12-31	$891,184	10,220	-1.5%	Shares	Sole	2026-02-17
2025-09-30	$983,238	10,375	0.0%	Shares	Sole	2025-11-12
2025-06-30	$952,736	10,375	0.0%	Shares	Sole	2025-08-11
2025-03-31	$953,981	10,375	0.0%	Shares	Sole	2025-05-14
2024-12-31	$854,070	10,375	-0.1%	Shares	Sole	2025-02-12
2024-09-30	$936,970	10,390	0.0%	Shares	Sole	2024-11-13
2024-06-30	$805,952	10,390	-2.0%	Shares	Sole	2024-08-09
2024-03-31	$760,515	10,601	-4.5%	Shares	Sole	2024-05-14
2023-12-31	$778,542	11,103	-5.5%	Shares	Sole	2024-02-13
2023-09-30	$760,071	11,744	0.0%	Shares	Sole	2023-11-13
2023-06-30	$825,016	11,744	-6.4%	Shares	Sole	2023-08-14
2023-03-31	$872,811	12,544	+0.4%	Shares	Sole	2023-05-09
2022-12-31	$892,196	12,494	-1.1%	Shares	Sole	2023-02-10
2022-09-30	$859,452	12,639	—	Shares	Sole	2022-11-09
No filing history on record for this holder in this stock.