Samalin Investment Counsel, LLC

Position in SO — Southern Co

CIK 1544366 CHAPPAQUA, NY

Position in SO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$239,370

-$21,716 QoQ

Shares Held

2,501

-7.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,912

of 2,359 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Samalin Investment Counsel, LLC holds $2,487,942 across 7 Utilities - Regulated Electric names. SO ranks #6 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	6,674	$585,776
2	NGG	National Grid PLC	5,688	$471,364
3	CMS	Cms Energy Corp	4,948	$378,522
4	ED	Consolidated Edison Inc	2,944	$325,694
5	ETR	Entergy Corp /De/	2,402	$275,893
6	SO	Southern Co This page	2,501	$239,370
7	LNT	Alliant Energy Corp	2,770	$211,323

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,370	2,501	-7.5%	Shares	Sole	2026-07-27
2026-03-31	$261,086	2,705	+0.3%	Shares	Sole	2026-04-23
2025-12-31	$235,265	2,698	+0.3%	Shares	Sole	2026-01-30
2025-09-30	$255,026	2,691	+4.3%	Shares	Sole	2025-10-30
2025-06-30	$236,921	2,580	+0.3%	Shares	Sole	2025-08-07
2025-03-31	$236,587	2,573	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$211,233	2,566	+0.2%	Shares	Sole	2025-02-11
2024-09-30	$230,860	2,560	-29.7%	Shares	Sole	2024-11-13
2022-09-30	$247,452	3,639	+0.2%	Shares	Sole	2022-11-10
2022-06-30	$258,997	3,632	+0.2%	Shares	Sole	2022-08-15
2022-03-31	$262,848	3,625	+0.2%	Shares	Sole	2022-10-14
2021-12-31	$248,053	3,617	+0.2%	Shares	Sole	2022-10-14
2021-09-30	$223,649	3,609	+0.2%	Shares	Sole	2022-10-14
2021-06-30	$217,957	3,602	+0.2%	Shares	Sole	2022-10-14
2021-03-31	$223,403	3,594	+0.2%	Shares	Sole	2021-05-11
2020-12-31	$220,287	3,586	—	Shares	Sole	2022-10-14
No filing history on record for this holder in this stock.