LMCG INVESTMENTS, LLC

Position in SO — Southern Co

CIK 1470944 BOSTON, MA

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$244,060

-$2,066 QoQ

Shares Held

2,550

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,899

of 2,360 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LMCG INVESTMENTS, LLC holds $15,310,281 across 4 Utilities - Regulated Electric names. SO ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	110,247	$12,662,970
2	DTE	Dte Energy Co	14,052	$2,141,103
3	WEC	Wec Energy Group, Inc.	2,245	$262,148
4	SO	Southern Co This page	2,550	$244,060

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,060	2,550	0.0%	Shares	Sole	2026-07-22
2026-03-31	$246,126	2,550	0.0%	Shares	Sole	2026-04-29
2025-12-31	$222,360	2,550	0.0%	Shares	Sole	2026-02-03
2025-09-30	$241,663	2,550	0.0%	Shares	Sole	2025-10-29
2025-06-30	$234,166	2,550	0.0%	Shares	Sole	2025-07-24
2025-03-31	$234,472	2,550	0.0%	Shares	Sole	2025-04-10
2024-12-31	$209,916	2,550	0.0%	Shares	Sole	2025-01-16
2024-09-30	$229,959	2,550	-12.1%	Shares	Sole	2024-10-29
2022-12-31	$207,231	2,902	+3.6%	Shares	Sole	2023-02-07
2022-06-30	$199,668	2,800	-3.4%	Shares	Sole	2022-08-08
2022-03-31	$210,279	2,900	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.