FLAGSHIP HARBOR ADVISORS, LLC

Position in SO — Southern Co

CIK 1691766 BOSTON, MA

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$621,445

-$10,954 QoQ

Shares Held

6,493

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,277

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $7,802,496 across 11 Utilities - Regulated Electric names. SO ranks #5 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	27,375	$2,402,703
2	ETR	Entergy Corp /De/	8,004	$919,339
3	AEP	American Electric Power Co Inc	6,599	$902,809
4	ES	Eversource Energy	9,661	$698,200
5	SO	Southern Co This page	6,493	$621,445
6	XEL	Xcel Energy Inc	7,714	$619,434
7	DUK	Duke Energy CORP	4,229	$535,306
8	PEG	Public Service Enterprise Group Inc	4,330	$351,422

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$621,445	6,493	-0.9%	Shares	Sole	2026-07-22
2026-03-31	$632,399	6,552	-0.2%	Shares	Sole	2026-04-28
2025-12-31	$572,468	6,565	-10.9%	Shares	Sole	2026-01-21
2025-09-30	$698,170	7,367	+7.7%	Shares	Sole	2025-11-05
2025-06-30	$627,933	6,838	-0.2%	Shares	Sole	2025-08-04
2025-03-31	$629,949	6,851	+1.3%	Shares	Sole	2025-04-22
2024-12-31	$556,730	6,763	+21.5%	Shares	Sole	2025-01-21
2024-09-30	$502,032	5,567	+11.0%	Shares	Sole	2024-10-21
2024-06-30	$389,091	5,016	+4.8%	Shares	Sole	2025-12-02
2024-03-31	$343,419	4,787	+6.1%	Shares	Sole	2024-04-16
2023-12-31	$316,241	4,510	-6.1%	Shares	Sole	2024-01-10
2023-09-30	$310,979	4,805	-6.2%	Shares	Sole	2023-10-17
2023-06-30	$360,031	5,125	-29.8%	Shares	Sole	2023-07-11
2023-03-31	$508,142	7,303	+18.2%	Shares	Sole	2023-04-12
2022-12-31	$441,099	6,177	+21.2%	Shares	Sole	2023-01-13
2022-09-30	$346,528	5,096	+27.2%	Shares	Sole	2022-10-13
2022-06-30	$285,667	4,006	+22.8%	Shares	Sole	2022-07-13
2022-03-31	$236,455	3,261	+0.9%	Shares	Sole	2022-04-13
2021-12-31	$221,650	3,232	-61.5%	Shares	Sole	2022-02-17
2021-09-30	$520,300	8,396	0.0%	Shares	Sole	2021-11-01
2021-06-30	$508,041	8,396	+3.9%	Shares	Sole	2021-07-26
2021-03-31	$502,190	8,079	+2.0%	Shares	Sole	2021-05-03
2020-12-31	$486,402	7,918	-4.3%	Shares	Sole	2021-02-08
2020-09-30	$448,453	8,271	-35.7%	Shares	Sole	2020-10-13
2020-06-30	$667,153	12,867	+64.0%	Shares	Sole	2020-07-31
2020-03-31	$424,836	7,847	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.