YHB Investment Advisors, Inc.

Position in SO — Southern Co

CIK 1469219 West Hartford, CT

Position in SO

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

Position Value

$319,479

-$2,704 QoQ

Shares Held

3,338

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,677

of 2,360 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $10,676,727 across 4 Utilities - Regulated Electric names. SO ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	110,729	$9,718,684
2	ETR	Entergy Corp /De/	2,962	$340,215
3	SO	Southern Co This page	3,338	$319,479
4	DUK	Duke Energy CORP	2,357	$298,349

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$319,479	3,338	0.0%	Shares	Sole	2026-07-14
2026-03-31	$322,183	3,338	-5.6%	Shares	Sole	2026-04-13
2025-12-31	$308,252	3,535	-55.7%	Shares	Sole	2026-01-16
2025-09-30	$755,695	7,974	-15.8%	Shares	Sole	2025-10-08
2025-06-30	$869,446	9,468	+2.1%	Shares	Sole	2025-07-10
2025-03-31	$852,560	9,272	+24.6%	Shares	Sole	2025-04-23
2024-12-31	$612,460	7,440	+172.4%	Shares	Sole	2025-01-22
2024-09-30	$246,281	2,731	-7.4%	Shares	Sole	2024-10-22
2024-06-30	$228,831	2,950	+2.6%	Shares	Sole	2024-08-01
2024-03-31	$206,180	2,874	-2.5%	Shares	Sole	2024-08-15
2023-12-31	$206,783	2,949	-5.2%	Shares	Sole	2024-01-29
2023-09-30	$201,408	3,112	+2.1%	Shares	Sole	2023-10-23
2023-06-30	$214,192	3,049	0.0%	Shares	Sole	2023-08-10
2023-03-31	$212,149	3,049	-20.1%	Shares	Sole	2023-05-08
2022-12-31	$272,357	3,814	-9.5%	Shares	Sole	2023-01-12
2022-09-30	$286,552	4,214	-2.3%	Shares	Sole	2022-11-03
2022-06-30	$307,631	4,314	0.0%	Shares	Sole	2022-07-14
2022-03-31	$312,808	4,314	0.0%	Shares	Sole	2022-04-14
2021-12-31	$295,854	4,314	+7.4%	Shares	Sole	2022-01-18
2021-09-30	$248,995	4,018	0.0%	Shares	Sole	2021-10-28
2021-06-30	$243,129	4,018	0.0%	Shares	Sole	2021-07-15
2021-03-31	$249,758	4,018	0.0%	Shares	Sole	2021-04-22
2020-12-31	$246,825	4,018	-25.5%	Shares	Sole	2021-01-21
2020-06-30	$279,471	5,390	-15.5%	Shares	Sole	2020-07-20
2020-03-31	$345,413	6,380	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.