SVB WEALTH LLC

Position in SO — Southern Co

CIK 1626116 BOSTON, MA

Position in SO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$854,400

-$86,378 QoQ

Shares Held

8,927

-8.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,100

of 2,360 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Utilities · as of Jun 30, 2026

SVB WEALTH LLC holds $5,436,838 across 4 Utilities - Regulated Electric names. SO ranks #2 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	77,720	$3,694,805
2	SO	Southern Co This page	8,927	$854,400
3	AEP	American Electric Power Co Inc	4,674	$639,448
4	PEG	Public Service Enterprise Group Inc	3,058	$248,185

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$854,400	8,927	-8.4%	Shares	Sole	2026-07-17
2026-03-31	$940,778	9,747	+1.4%	Shares	Sole	2026-04-17
2025-12-31	$838,165	9,612	-20.8%	Shares	Sole	2026-02-04
2025-09-30	$1,149,464	12,129	+5.7%	Shares	Sole	2025-11-06
2025-06-30	$1,053,380	11,471	-21.6%	Shares	Sole	2025-08-14
2024-12-31	$1,204,835	14,636	+1.3%	Shares	Sole	2025-02-05
2024-06-30	$1,120,342	14,443	-18.9%	Shares	Sole	2024-08-06
2024-03-31	$1,277,760	17,811	+0.6%	Shares	Sole	2024-05-15
2023-12-31	$1,241,895	17,711	+8.7%	Shares	Sole	2024-01-30
2023-09-30	$1,054,094	16,287	-13.6%	Shares	Sole	2023-10-23
2023-06-30	$1,324,071	18,848	-13.9%	Shares	Sole	2023-07-24
2023-03-31	$1,523,036	21,889	+3.3%	Shares	Sole	2023-05-12
2022-12-31	$1,513,677	21,197	-5.9%	Shares	Sole	2023-02-10
2022-09-30	$1,531,564	22,523	+31.3%	Shares	Sole	2022-11-09
2022-06-30	$1,223,536	17,158	+3.1%	Shares	Sole	2022-08-16
2022-03-31	$1,206,565	16,640	+0.0%	Shares	Sole	2022-05-13
2021-12-31	$1,140,896	16,636	+20.5%	Shares	Sole	2022-02-15
2021-09-30	$855,618	13,807	-1.4%	Shares	Sole	2021-11-09
2021-06-30	$847,260	14,002	+0.3%	Shares	Sole	2021-08-13
2021-03-31	$868,125	13,966	-2.3%	Shares	Sole	2021-05-11
2020-12-31	$877,895	14,291	+4.8%	Shares	Sole	2021-02-10
2020-09-30	$739,560	13,640	-4.7%	Shares	Sole	2020-11-10
2020-06-30	$742,232	14,315	-12.7%	Shares	Sole	2020-08-05
2020-03-31	$888,004	16,402	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.