Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$434,331
-$3,290 QoQ
Shares Held
4,538
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,496
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026J. L. Bainbridge & Co., Inc. holds $10,135,812 across 2 Utilities - Regulated Electric names. SO ranks #2 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
110,533 | $9,701,481 | |
| 2 | SO |
Southern Co
This page
|
4,538 | $434,331 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,331 | 4,538 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $437,621 | 4,534 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $395,103 | 4,531 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $429,023 | 4,527 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $415,347 | 4,523 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $409,361 | 4,452 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $366,159 | 4,448 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $400,759 | 4,444 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $344,488 | 4,441 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $317,449 | 4,425 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $310,000 | 4,421 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $285,868 | 4,417 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $310,013 | 4,413 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $306,708 | 4,408 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $375,045 | 5,252 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $356,864 | 5,248 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $374,020 | 5,245 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $383,940 | 5,295 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $479,374 | 6,990 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $469,732 | 7,580 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $455,035 | 7,520 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $463,713 | 7,460 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $454,336 | 7,396 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $400,468 | 7,386 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $382,393 | 7,375 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $398,741 | 7,365 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||