Sawyer & Company, Inc

Position in SO — Southern Co

CIK 1722436 BOSTON, MA

Position in SO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$71,016

-$8,033 QoQ

Shares Held

742

-9.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,148

of 2,360 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sawyer & Company, Inc holds $1,143,543 across 4 Utilities - Regulated Electric names. SO ranks #3 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	7,667	$970,488
2	NEE	Nextera Energy Inc	942	$82,679
3	SO	Southern Co This page	742	$71,016
4	ED	Consolidated Edison Inc	175	$19,360

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$71,016	742	-9.4%	Shares	Sole	2026-07-23
2026-03-31	$79,049	819	0.0%	Shares	Sole	2026-04-23
2025-12-31	$71,416	819	-43.5%	Shares	Sole	2026-02-02
2025-09-30	$137,321	1,449	0.0%	Shares	Sole	2025-10-07
2025-06-30	$133,061	1,449	-21.2%	Shares	Sole	2025-07-09
2025-03-31	$169,096	1,839	-21.9%	Shares	Sole	2025-04-22
2024-12-31	$193,781	2,354	-26.4%	Shares	Sole	2025-01-14
2024-09-30	$288,576	3,200	-0.7%	Shares	Sole	2024-10-10
2024-06-30	$250,008	3,223	-12.1%	Shares	Sole	2024-07-31
2024-03-31	$263,142	3,668	0.0%	Shares	Sole	2024-04-16
2023-12-31	$257,200	3,668	0.0%	Shares	Sole	2024-01-17
2023-09-30	$237,392	3,668	0.0%	Shares	Sole	2023-10-25
2023-06-30	$257,677	3,668	0.0%	Shares	Sole	2023-07-13
2023-03-31	$255,219	3,668	-31.0%	Shares	Sole	2023-04-19
2022-09-30	$361,624	5,318	-1.6%	Shares	Sole	2022-10-25
2022-06-30	$385,573	5,407	-8.9%	Shares	Sole	2022-07-20
2022-03-31	$430,491	5,937	-5.0%	Shares	Sole	2022-04-26
2021-12-31	$428,762	6,252	-0.4%	Shares	Sole	2022-01-14
2021-09-30	$389,047	6,278	-1.6%	Shares	Sole	2021-11-03
2021-06-30	$386,053	6,380	-1.5%	Shares	Sole	2021-07-29
2021-03-31	$402,486	6,475	-3.2%	Shares	Sole	2021-04-22
2020-12-31	$410,966	6,690	0.0%	Shares	Sole	2021-01-26
2020-09-30	$362,731	6,690	0.0%	Shares	Sole	2020-10-20
2020-06-30	$346,876	6,690	0.0%	Shares	Sole	2020-07-31
2020-03-31	$362,196	6,690	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.