Stonebridge Capital Advisors LLC

Position in SO — Southern Co

CIK 1600035 ST PAUL, MN

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$336,612

+$16,456 QoQ

Shares Held

3,517

+6.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,641

of 2,360 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Stonebridge Capital Advisors LLC holds $19,043,825 across 6 Utilities - Regulated Electric names. SO ranks #6 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	119,774	$15,160,992
2	LNT	Alliant Energy Corp	20,102	$1,533,581
3	WEC	Wec Energy Group, Inc.	7,526	$878,811
4	NEE	Nextera Energy Inc	6,922	$607,543
5	XEL	Xcel Energy Inc	6,554	$526,286
6	SO	Southern Co This page	3,517	$336,612

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,612	3,517	+6.0%	Shares	Sole	2026-08-12
2026-03-31	$320,156	3,317	-1.1%	Shares	Sole	2026-05-14
2025-12-31	$292,381	3,353	0.0%	Shares	Sole	2026-02-12
2025-09-30	$317,763	3,353	-6.2%	Shares	Sole	2025-11-12
2025-06-30	$328,292	3,575	+3.6%	Shares	Sole	2025-08-15
2025-03-31	$317,411	3,452	-6.3%	Shares	Sole	2025-05-14
2024-12-31	$303,431	3,686	+1.0%	Shares	Sole	2025-02-14
2024-09-30	$329,157	3,650	+5.4%	Shares	Sole	2024-11-14
2024-06-30	$268,624	3,463	0.0%	Shares	Sole	2024-08-14
2024-03-31	$248,435	3,463	-0.4%	Shares	Sole	2024-05-14
2023-12-31	$243,877	3,478	-1.9%	Shares	Sole	2024-02-14
2023-09-30	$229,432	3,545	-2.2%	Shares	Sole	2023-11-15
2023-06-30	$254,515	3,623	+5.5%	Shares	Sole	2023-08-23
2023-03-31	$238,868	3,433	-24.4%	Shares	Sole	2023-05-12
2022-12-31	$324,272	4,541	-1.2%	Shares	Sole	2023-02-14
2022-09-30	$312,460	4,595	-15.2%	Shares	Sole	2022-11-14
2022-06-30	$386,286	5,417	+1.7%	Shares	Sole	2022-08-12
2021-12-31	$365,462	5,329	+2.6%	Shares	Sole	2022-02-14
2021-09-30	$321,872	5,194	+16.7%	Shares	Sole	2021-11-15
2021-06-30	$269,269	4,450	0.0%	Shares	Sole	2021-08-16
2021-03-31	$276,612	4,450	+2.3%	Shares	Sole	2021-05-14
2020-12-31	$267,220	4,350	+5.9%	Shares	Sole	2021-03-05
2020-09-30	$222,681	4,107	-1.9%	Shares	Sole	2020-11-18
2020-06-30	$217,095	4,187	+7.2%	Shares	Sole	2020-08-13
2020-03-31	$211,524	3,907	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.