Evercore Wealth Management, LLC

Position in SO — Southern Co

CIK 1482689 New York, NY

Position in SO

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

Position Value

$843,874

-$15,346 QoQ

Shares Held

8,817

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,104

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $21,866,904 across 8 Utilities - Regulated Electric names. SO ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	176,414	$15,483,855
2	DUK	Duke Energy CORP	24,009	$3,039,058
3	ED	Consolidated Edison Inc	7,661	$847,535
4	SO	Southern Co This page	8,817	$843,874
5	EIX	Edison International	8,521	$634,388
6	AEE	Ameren Corp	3,600	$406,944
7	ETR	Entergy Corp /De/	2,924	$335,850
8	CMS	Cms Energy Corp	3,600	$275,400

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$843,874	8,817	-1.0%	Shares	Sole	2026-08-14
2026-03-31	$859,220	8,902	0.0%	Shares	Defined	2026-05-15
2025-12-31	$776,253	8,902	-8.6%	Shares	Defined	2026-02-17
2025-09-30	$923,343	9,743	-9.5%	Shares	Sole	2025-11-14
2025-06-30	$988,824	10,768	-13.3%	Shares	Defined	2025-08-14
2025-03-31	$1,141,650	12,416	-0.2%	Shares	Defined	2025-05-15
2024-12-31	$1,024,389	12,444	-0.9%	Shares	Defined	2025-02-14
2024-09-30	$1,132,209	12,555	-3.1%	Shares	Defined	2024-11-14
2024-06-30	$1,004,918	12,955	0.0%	Shares	Sole	2024-08-14
2024-03-31	$929,391	12,955	-5.4%	Shares	Sole	2024-05-15
2023-12-31	$960,643	13,700	-1.5%	Shares	Sole	2024-02-14
2023-09-30	$900,578	13,915	-8.1%	Shares	Sole	2023-11-14
2023-06-30	$1,063,584	15,140	-11.6%	Shares	Defined	2023-08-04
2023-03-31	$1,191,974	17,131	+12.8%	Shares	Sole	2023-05-15
2022-12-31	$1,084,360	15,185	-10.7%	Shares	Defined	2023-02-14
2022-09-30	$1,156,952	17,014	-3.2%	Shares	Defined	2022-11-14
2022-06-30	$1,253,843	17,583	-2.8%	Shares	Defined	2022-08-15
2022-03-31	$1,311,198	18,083	-4.5%	Shares	Sole	2022-05-16
2021-12-31	$1,298,767	18,938	-0.0%	Shares	Defined	2022-02-14
2021-09-30	$1,173,896	18,943	-0.1%	Shares	Defined	2021-11-15
2021-06-30	$1,147,451	18,963	-17.3%	Shares	Sole	2021-08-16
2021-03-31	$1,425,390	22,931	-1.1%	Shares	Sole	2021-05-17
2020-12-31	$1,424,622	23,191	+1.5%	Shares	Defined	2021-02-16
2020-09-30	$1,239,305	22,857	-7.3%	Shares	Defined	2020-11-16
2020-06-30	$1,278,050	24,649	-1.7%	Shares	Defined	2020-08-13
2020-03-31	$1,357,939	25,082	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.