Cottage Street Advisors LLC

Position in SO — Southern Co

CIK 1665302 MARION, MA

Position in SO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$223,291

-$1,118 QoQ

Shares Held

2,333

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,963

of 2,360 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cottage Street Advisors LLC holds $3,756,842 across 4 Utilities - Regulated Electric names. SO ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	18,688	$2,146,503
2	NEE	Nextera Energy Inc	12,267	$1,076,674
3	DUK	Duke Energy CORP	2,452	$310,374
4	SO	Southern Co This page	2,333	$223,291

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,291	2,333	+0.3%	Shares	Sole	2026-07-21
2026-03-31	$224,409	2,325	0.0%	Shares	Sole	2026-04-20
2025-12-31	$202,740	2,325	0.0%	Shares	Sole	2026-01-26
2025-09-30	$220,340	2,325	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.