Shepherd Financial Partners LLC

Position in SO — Southern Co

CIK 1696628 WINCHESTER, MA

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$860,911

-$5,259 QoQ

Shares Held

8,995

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,096

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

Shepherd Financial Partners LLC holds $10,515,344 across 5 Utilities - Regulated Electric names. SO ranks #5 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	27,321	$3,458,292
2	NEE	Nextera Energy Inc	31,716	$2,783,713
3	ETR	Entergy Corp /De/	15,494	$1,779,640
4	ED	Consolidated Edison Inc	14,759	$1,632,788
5	SO	Southern Co This page	8,995	$860,911

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$860,911	8,995	+0.2%	Shares	Sole	2026-08-10
2026-03-31	$866,170	8,974	-7.2%	Shares	Sole	2026-05-11
2025-12-31	$843,660	9,675	0.0%	Shares	Sole	2026-02-10
2025-09-30	$916,899	9,675	0.0%	Shares	Sole	2025-11-07
2025-06-30	$888,455	9,675	-3.5%	Shares	Sole	2025-08-13
2025-03-31	$922,258	10,030	-10.0%	Shares	Sole	2025-04-18
2024-12-31	$917,209	11,142	0.0%	Shares	Sole	2025-01-28
2024-09-30	$1,004,785	11,142	-6.5%	Shares	Sole	2024-10-28
2024-06-30	$924,789	11,922	0.0%	Shares	Sole	2024-08-08
2024-03-31	$855,284	11,922	+0.2%	Shares	Sole	2024-04-23
2023-12-31	$834,498	11,901	+0.0%	Shares	Sole	2024-02-12
2023-09-30	$770,103	11,899	-2.1%	Shares	Sole	2023-11-08
2023-06-30	$853,818	12,154	+1.7%	Shares	Sole	2023-08-11
2023-03-31	$831,202	11,946	0.0%	Shares	Sole	2023-05-02
2022-12-31	$853,063	11,946	0.0%	Shares	Sole	2023-02-14
2022-09-30	$812,328	11,946	0.0%	Shares	Sole	2022-11-09
2022-06-30	$851,869	11,946	-27.0%	Shares	Sole	2022-08-15
2022-03-31	$1,185,973	16,356	+1.3%	Shares	Sole	2022-05-13
2021-12-31	$1,106,812	16,139	+37.6%	Shares	Sole	2022-02-14
2021-09-30	$726,846	11,729	-10.6%	Shares	Sole	2021-11-15
2021-06-30	$793,830	13,119	0.0%	Shares	Sole	2021-08-16
2021-03-31	$815,477	13,119	-9.3%	Shares	Sole	2021-05-14
2020-12-31	$888,830	14,469	0.0%	Shares	Sole	2021-02-16
2020-09-30	$784,509	14,469	0.0%	Shares	Sole	2020-11-16
2020-06-30	$750,217	14,469	-1.6%	Shares	Sole	2020-08-05
2020-03-31	$796,453	14,711	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.