Legacy Bridge, LLC

Position in SO — Southern Co

CIK 1689144 WEST DES MOINES, IA

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$200,512

-$1,697 QoQ

Shares Held

2,095

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,050

of 2,359 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Legacy Bridge, LLC holds $1,333,150 across 3 Utilities - Regulated Electric names. SO ranks #2 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	12,714	$1,115,907
2	SO	Southern Co This page	2,095	$200,512
3	D	Dominion Energy, Inc	245	$16,731

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,512	2,095	0.0%	Shares	Sole	2026-08-13
2026-03-31	$202,209	2,095	-8.9%	Shares	Sole	2026-05-14
2025-12-31	$200,560	2,300	+9.8%	Shares	Sole	2026-01-23
2025-09-30	$198,543	2,095	0.0%	Shares	Sole	2025-11-12
2025-06-30	$192,383	2,095	0.0%	Shares	Sole	2025-08-06
2025-03-31	$192,635	2,095	-2.6%	Shares	Sole	2025-05-08
2024-12-31	$177,070	2,151	0.0%	Shares	Sole	2025-01-22
2024-09-30	$193,977	2,151	0.0%	Shares	Sole	2024-11-07
2024-06-30	$166,853	2,151	0.0%	Shares	Sole	2024-08-06
2024-03-31	$154,312	2,151	0.0%	Shares	Sole	2024-04-25
2023-12-31	$150,828	2,151	-9.7%	Shares	Sole	2024-01-17
2023-09-30	$154,098	2,381	0.0%	Shares	Sole	2023-10-11
2023-06-30	$167,265	2,381	0.0%	Shares	Sole	2023-07-11
2023-03-31	$165,669	2,381	+34.1%	Shares	Sole	2023-04-24
2022-12-31	$126,824	1,776	+3.3%	Shares	Sole	2023-01-11
2022-09-30	$116,960	1,720	0.0%	Shares	Sole	2022-11-02
2022-06-30	$122,653	1,720	0.0%	Shares	Sole	2022-07-21
2022-03-31	$124,717	1,720	0.0%	Shares	Sole	2022-04-28
2021-12-31	$117,957	1,720	0.0%	Shares	Sole	2022-01-18
2021-09-30	$106,588	1,720	0.0%	Shares	Sole	2021-10-26
2021-06-30	$104,077	1,720	0.0%	Shares	Sole	2021-08-03
2021-03-31	$106,915	1,720	+32.3%	Shares	Sole	2021-04-29
2020-12-31	$79,859	1,300	+116.7%	Shares	Sole	2021-02-02
2020-09-30	$32,532	600	0.0%	Shares	Sole	2020-10-19
2020-06-30	$31,110	600	—	Shares	Sole	2020-08-04
No filing history on record for this holder in this stock.