Centerpoint Advisors, LLC

Position in SO — Southern Co

CIK 1733788 NEEDHAM, MA

Position in SO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$39,911

-$337 QoQ

Shares Held

417

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,213

of 2,360 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Centerpoint Advisors, LLC holds $1,882,367 across 10 Utilities - Regulated Electric names. SO ranks #7 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ES	Eversource Energy	10,983	$793,741
2	PEG	Public Service Enterprise Group Inc	5,025	$407,829
3	NEE	Nextera Energy Inc	4,267	$374,514
4	ED	Consolidated Edison Inc	935	$103,439
5	DUK	Duke Energy CORP	553	$69,998
6	EIX	Edison International	615	$45,786
7	SO	Southern Co This page	417	$39,911
8	DTE	Dte Energy Co	180	$27,426

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,911	417	0.0%	Shares	Sole	2026-08-05
2026-03-31	$40,248	417	0.0%	Shares	Sole	2026-05-07
2025-12-31	$36,362	417	-1.9%	Shares	Sole	2026-02-13
2025-09-30	$40,277	425	+20.1%	Shares	Sole	2025-11-06
2025-06-30	$32,507	354	+2.3%	Shares	Sole	2025-08-01
2025-03-31	$31,814	346	0.0%	Shares	Sole	2025-05-13
2024-12-31	$28,482	346	0.0%	Shares	Sole	2025-01-31
2024-09-30	$31,202	346	0.0%	Shares	Sole	2024-10-15
2024-06-30	$26,839	346	0.0%	Shares	Sole	2024-07-30
2024-03-31	$24,822	346	0.0%	Shares	Sole	2024-05-02
2023-12-31	$24,261	346	-4.4%	Shares	Sole	2024-01-16
2023-09-30	$23,428	362	+2162.5%	Shares	Sole	2023-11-01
2023-06-30	$1	16	0.0%	Shares	Sole	2023-07-17
2023-03-31	$1	16	-76.1%	Shares	Sole	2023-05-03
2022-03-31	$4,858	67	-66.5%	Shares	Sole	2022-04-27
2021-12-31	$13,716	200	—	Shares	Sole	2022-01-14
No filing history on record for this holder in this stock.