Newman Dignan & Sheerar, Inc.

Position in SO — Southern Co

CIK 1566493 PROVIDENCE, RI

Position in SO

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

Position Value

$203,192

-$1,719 QoQ

Shares Held

2,123

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,040

of 2,354 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Newman Dignan & Sheerar, Inc. holds $2,778,943 across 5 Utilities - Regulated Electric names. SO ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	19,352	$1,698,525
2	PEG	Public Service Enterprise Group Inc	5,605	$454,901
3	DUK	Duke Energy CORP	1,753	$221,894
4	SO	Southern Co This page	2,123	$203,192
5	D	Dominion Energy, Inc	2,935	$200,431

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,192	2,123	0.0%	Shares	Sole	2026-07-14
2026-03-31	$204,911	2,123	—	Shares	Sole	2026-04-13
No filing history on record for this holder in this stock.