Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Position in SO — Southern Co
CIK 1748861
CONCORD, MA
Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,330,420
+$44,687 QoQ
Shares Held
34,797
+2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#579
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, 2026Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $17,442,305 across 12 Utilities - Regulated Electric names. SO ranks #1 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
34,797 | $3,330,420 | |
| 2 | NEE |
Nextera Energy Inc
|
28,896 | $2,536,201 | |
| 3 | DUK |
Duke Energy CORP
|
18,245 | $2,309,452 | |
| 4 | AEE |
Ameren Corp
|
18,695 | $2,113,282 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
23,862 | $1,936,639 | |
| 6 | AEP |
American Electric Power Co Inc
|
13,898 | $1,901,385 | |
| 7 | NGG |
National Grid PLC
|
12,102 | $1,002,892 | |
| 8 | D |
Dominion Energy, Inc
|
9,833 | $671,495 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,330,420 | 34,797 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,285,733 | 34,042 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,217,670 | 25,432 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,265,855 | 23,909 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,833,018 | 19,961 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,638,873 | 28,699 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,351,882 | 28,570 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,569,859 | 28,497 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,207,254 | 28,455 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,066,255 | 28,802 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,804,047 | 25,728 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,445,715 | 22,338 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,348,097 | 19,190 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,202,829 | 17,287 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,126,421 | 15,774 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $904,876 | 13,307 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,292,208 | 18,121 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,452,302 | 20,029 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,217,980 | 17,760 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,039,174 | 16,769 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,005,373 | 16,615 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,020,045 | 16,410 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $662,031 | 10,777 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $616,752 | 11,375 | Shares | Sole | 2020-11-25 | |
| 2020-06-30 | $508,752 | 9,812 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $341,352 | 6,305 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||