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Equibles

Clean Yield Group

Position in SO — Southern Co

CIK 1525865 NORWICH, VT
Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$9,571
-$81 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,298
of 2,359 holders
Holding Since
Mar 2020
25 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, 2026

Clean Yield Group holds $847,684 across 6 Utilities - Regulated Electric names. SO ranks #4 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NEE
Nextera Energy Inc
 7,358 $645,811
2 IDA
Idacorp Inc
 700 $105,910
3 WEC
Wec Energy Group, Inc.
 617 $72,047
4 SO
Southern Co
This page 		100 $9,571
5 AEP
American Electric Power Co Inc
 66 $9,029
6 DUK
Duke Energy CORP
 42 $5,316

All Filings in SO

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,571 100
2026-03-31 $9,652 100
2025-12-31 $8,720 100
2025-09-30 $9,477 100
2025-06-30 $9,183 100
2025-03-31 $9,195 100
2024-12-31 $14,406 175
2024-09-30 $15,781 175
2024-06-30 $19,392 250
2024-03-31 $17,935 250
2023-12-31 $17,530 250
2023-09-30 $16,180 250
2023-06-30 $17,562 250
2023-03-31 $17,395 250
2022-12-31 $17,852 250
2022-09-30 $17,000 250
2022-06-30 $17,827 250
2022-03-31 $18,127 250
2021-12-31 $17,145 250
2021-09-30 $15,492 250
2021-06-30 $15,127 250
2020-12-31 $6,143 100
2020-09-30 $5,422 100
2020-06-30 $5,185 100
2020-03-31 $5,414 100

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