Bryn Mawr Trust Advisors, LLC

Position in SO — Southern Co

CIK 1700481 PHILADELPHIA, PA

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,015,483

-$5,409 QoQ

Shares Held

10,610

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,007

of 2,356 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Jun 30, 2026

Bryn Mawr Trust Advisors, LLC holds $35,920,502 across 13 Utilities - Regulated Electric names. SO ranks #6 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	127,955	$11,059,150
2	FE	Firstenergy Corp	207,782	$9,877,956
3	D	Dominion Energy, Inc	107,566	$7,345,682
4	NEE	Nextera Energy Inc	27,475	$2,411,480
5	PEG	Public Service Enterprise Group Inc	22,874	$1,856,453
6	SO	Southern Co This page	10,610	$1,015,483
7	DUK	Duke Energy CORP	3,348	$423,789
8	AEP	American Electric Power Co Inc	2,898	$396,475

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,015,483	10,610	+0.3%	Shares	Sole	2026-08-03
2026-03-31	$1,020,892	10,577	-0.9%	Shares	Sole	2026-05-04
2025-12-31	$930,511	10,671	+3.7%	Shares	Sole	2026-02-04
2025-09-30	$975,657	10,295	+0.8%	Shares	Sole	2025-11-04
2025-06-30	$937,492	10,209	+7.0%	Shares	Sole	2025-08-06
2025-03-31	$877,203	9,540	-1.8%	Shares	Sole	2025-05-02
2024-12-31	$799,327	9,710	-1.8%	Shares	Sole	2025-02-05
2024-09-30	$891,699	9,888	+2.1%	Shares	Sole	2024-10-25
2024-06-30	$751,187	9,684	-0.1%	Shares	Sole	2024-07-30
2024-03-31	$695,375	9,693	+0.1%	Shares	Sole	2024-05-02
2023-12-31	$678,691	9,679	+66.4%	Shares	Sole	2024-02-02
2023-09-30	$376,346	5,815	+3.9%	Shares	Sole	2023-11-08
2023-06-30	$393,329	5,599	+48.9%	Shares	Sole	2023-08-11
2023-03-31	$261,620	3,760	0.0%	Shares	Sole	2023-05-02
2022-12-31	$268,501	3,760	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.