Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$253,631
-$2,147 QoQ
Shares Held
2,650
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,869
of 2,367 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ZEVIN ASSET MANAGEMENT LLC holds $4,942,912 across 2 Utilities - Regulated Electric names. SO ranks #2 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
56,586 | $4,689,281 | |
| 2 | SO |
Southern Co
This page
|
2,650 | $253,631 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,631 | 2,650 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $255,778 | 2,650 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $231,080 | 2,650 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $251,140 | 2,650 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $243,349 | 2,650 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $289,642 | 3,150 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $259,308 | 3,150 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $238,977 | 2,650 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $205,560 | 2,650 | Shares | Sole | 2024-07-29 | |
| 2022-06-30 | $212,717 | 2,983 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||