SevenBridge Financial Group, LLC

Position in SO — Southern Co

CIK 1673954 HARRISBURG, PA

Position in SO

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

Position Value

$466,394

-$11,186 QoQ

Shares Held

4,873

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,453

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Utilities · as of Jun 30, 2026

SevenBridge Financial Group, LLC holds $12,291,841 across 5 Utilities - Regulated Electric names. SO ranks #3 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	48,130	$6,092,295
2	NEE	Nextera Energy Inc	56,976	$5,000,783
3	SO	Southern Co This page	4,873	$466,394
4	D	Dominion Energy, Inc	6,827	$466,215
5	PPL	PPL Corp	7,322	$266,154

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,394	4,873	-1.5%	Shares	Sole	2026-08-12
2026-03-31	$477,580	4,948	-12.5%	Shares	Sole	2026-04-23
2025-12-31	$492,854	5,652	-17.5%	Shares	Sole	2026-02-02
2025-09-30	$649,364	6,852	-22.0%	Shares	Sole	2025-11-13
2025-06-30	$806,634	8,784	-23.9%	Shares	Sole	2025-09-04
2025-03-31	$1,061,378	11,543	-38.4%	Shares	Sole	2025-05-13
2024-12-31	$1,543,746	18,753	-0.7%	Shares	Sole	2025-02-12
2024-09-30	$1,702,778	18,882	0.0%	Shares	Sole	2024-11-12
2024-06-30	$1,464,676	18,882	0.0%	Shares	Sole	2024-08-09
2024-03-31	$1,354,594	18,882	0.0%	Shares	Sole	2024-05-10
2023-12-31	$1,324,005	18,882	-8.7%	Shares	Sole	2024-01-22
2023-09-30	$1,338,862	20,687	0.0%	Shares	Sole	2023-10-25
2023-06-30	$1,453,261	20,687	-1.7%	Shares	Sole	2023-07-26
2023-03-31	$1,464,380	21,046	-0.3%	Shares	Sole	2023-04-20
2022-12-31	$1,506,679	21,099	-0.5%	Shares	Sole	2023-01-26
2022-09-30	$1,441,532	21,199	-0.9%	Shares	Sole	2022-10-17
2022-06-30	$1,526,034	21,400	+0.3%	Shares	Sole	2022-07-12
2022-03-31	$1,546,710	21,331	-0.3%	Shares	Sole	2022-04-15
2021-12-31	$1,466,651	21,386	-1.2%	Shares	Sole	2022-01-20
2021-09-30	$1,340,782	21,636	-3.1%	Shares	Sole	2021-10-14
2021-06-30	$1,351,369	22,333	+0.5%	Shares	Sole	2021-07-26
2021-03-31	$1,381,008	22,217	+0.5%	Shares	Sole	2021-04-20
2020-12-31	$1,357,725	22,102	0.0%	Shares	Sole	2021-01-19
2020-09-30	$1,198,370	22,102	-2.2%	Shares	Sole	2020-10-22
2020-06-30	$1,171,913	22,602	+0.0%	Shares	Sole	2020-07-24
2020-03-31	$1,223,618	22,601	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.