Manchester Capital Management LLC

Position in SO — Southern Co

CIK 1393389 MANCHESTER, VT

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$226,067

-$2,106 QoQ

Shares Held

2,362

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,954

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Utilities · as of Jun 30, 2026

Manchester Capital Management LLC holds $3,660,129 across 28 Utilities - Regulated Electric names. SO ranks #5 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	6,868	$869,351
2	D	Dominion Energy, Inc	7,773	$530,818
3	NEE	Nextera Energy Inc	5,794	$508,539
4	AEP	American Electric Power Co Inc	1,903	$260,349
5	SO	Southern Co This page	2,362	$226,067
6	PEG	Public Service Enterprise Group Inc	2,327	$188,859
7	ES	Eversource Energy	2,286	$165,209
8	EIX	Edison International	1,711	$127,383

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,067	2,362	-0.1%	Shares	Sole	2026-08-13
2026-03-31	$228,173	2,364	-1.5%	Shares	Sole	2026-05-11
2025-12-31	$209,367	2,401	+12.8%	Shares	Sole	2026-02-11
2025-09-30	$201,765	2,129	-3.2%	Shares	Sole	2025-11-14
2025-06-30	$202,026	2,200	0.0%	Shares	Sole	2025-08-12
2025-03-31	$202,290	2,200	+20.7%	Shares	Sole	2025-05-09
2024-12-31	$150,069	1,823	-0.7%	Shares	Sole	2025-01-30
2024-09-30	$165,570	1,836	-0.1%	Shares	Sole	2024-11-05
2024-06-30	$142,496	1,837	+11.2%	Shares	Sole	2024-08-08
2024-03-31	$118,514	1,652	-8.4%	Shares	Sole	2024-05-06
2023-12-31	$126,496	1,804	+6.0%	Shares	Sole	2024-02-08
2023-09-30	$110,153	1,702	+2.7%	Shares	Sole	2023-11-09
2023-06-30	$116,404	1,657	+0.9%	Shares	Sole	2023-08-14
2023-03-31	$114,250	1,642	-11.8%	Shares	Sole	2023-05-09
2022-12-31	$132,894	1,861	+8.5%	Shares	Sole	2023-02-09
2022-09-30	$116,620	1,715	+12.7%	Shares	Sole	2022-11-08
2022-06-30	$108,533	1,522	-5.6%	Shares	Sole	2022-08-10
2022-03-31	$116,886	1,612	-19.9%	Shares	Sole	2022-05-09
2021-12-31	$137,982	2,012	0.0%	Shares	Sole	2022-02-10
2021-09-30	$124,683	2,012	-10.3%	Shares	Sole	2021-11-12
2021-06-30	$135,784	2,244	+11.5%	Shares	Sole	2021-08-16
2021-03-31	$125,065	2,012	+11.0%	Shares	Sole	2021-05-13
2020-12-31	$111,311	1,812	-14.2%	Shares	Sole	2021-02-16
2020-09-30	$114,512	2,112	-26.7%	Shares	Sole	2020-10-27
2020-06-30	$149,379	2,881	0.0%	Shares	Sole	2020-09-28
2020-03-31	$155,977	2,881	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.