Blue Fin Capital, Inc.

Position in SO — Southern Co

CIK 1576102 Warren, RI

Position in SO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,230,256

-$38,982 QoQ

Shares Held

12,854

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#930

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Blue Fin Capital, Inc. holds $6,669,908 across 6 Utilities - Regulated Electric names. SO ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	44,252	$3,883,998
2	SO	Southern Co This page	12,854	$1,230,256
3	DUK	Duke Energy CORP	4,786	$605,811
4	D	Dominion Energy, Inc	5,070	$346,230
5	AEP	American Electric Power Co Inc	2,298	$314,389
6	ES	Eversource Energy	4,002	$289,224

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,230,256	12,854	-2.3%	Shares	Sole	2026-08-04
2026-03-31	$1,269,238	13,150	-0.2%	Shares	Sole	2026-05-28
2025-12-31	$1,148,685	13,173	-2.9%	Shares	Sole	2026-01-23
2025-09-30	$1,285,934	13,569	-0.1%	Shares	Sole	2025-11-21
2025-06-30	$1,247,786	13,588	+17.3%	Shares	Sole	2025-08-13
2025-03-31	$1,065,056	11,583	-0.9%	Shares	Sole	2025-11-21
2024-12-31	$961,909	11,685	+1.6%	Shares	Sole	2025-02-18
2024-09-30	$1,037,520	11,505	-1.2%	Shares	Sole	2024-11-05
2024-06-30	$903,535	11,648	+0.1%	Shares	Sole	2024-07-31
2024-03-31	$835,197	11,642	-2.8%	Shares	Sole	2024-05-14
2023-12-31	$840,037	11,980	-1.2%	Shares	Sole	2024-02-06
2023-09-30	$784,988	12,129	-2.9%	Shares	Sole	2023-10-19
2023-06-30	$877,071	12,485	+0.1%	Shares	Sole	2023-07-31
2023-03-31	$868,219	12,478	-2.4%	Shares	Sole	2023-05-12
2022-12-31	$912,762	12,782	-1.2%	Shares	Sole	2023-01-23
2022-09-30	$879,444	12,933	-0.4%	Shares	Sole	2022-11-04
2022-06-30	$925,746	12,982	-3.1%	Shares	Sole	2022-08-08
2022-03-31	$971,779	13,402	-0.1%	Shares	Sole	2022-04-12
2021-12-31	$919,657	13,410	-2.9%	Shares	Sole	2022-01-19
2021-09-30	$855,991	13,813	-4.7%	Shares	Sole	2021-10-25
2021-06-30	$877,213	14,497	-3.4%	Shares	Sole	2021-07-19
2021-03-31	$932,586	15,003	-2.7%	Shares	Sole	2021-05-05
2020-12-31	$947,250	15,420	-1.8%	Shares	Sole	2021-01-28
2020-09-30	$851,796	15,710	-3.5%	Shares	Sole	2020-10-28
2020-06-30	$844,377	16,285	+1.4%	Shares	Sole	2020-08-10
2020-03-31	$869,813	16,066	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.