Bay Harbor Wealth Management, LLC

Position in SO — Southern Co

CIK 1767989 Hunt Valley, MD

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$11,485

+$1,833 QoQ

Shares Held

120

+20.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,288

of 2,356 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $551,932 across 29 Utilities - Regulated Electric names. SO ranks #7 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,088	$137,719
2	XEL	Xcel Energy Inc	1,089	$87,446
3	CNP	Centerpoint Energy Inc	1,754	$77,246
4	PPL	PPL Corp	2,067	$75,135
5	EXC	Exelon Corp	1,147	$53,473
6	NEE	Nextera Energy Inc	221	$19,397
7	SO	Southern Co This page	120	$11,485
8	AEP	American Electric Power Co Inc	78	$10,671

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,485	120	+20.0%	Shares	Other	2026-07-28
2026-03-31	$9,652	100	+42.9%	Shares	Other	2026-04-14
2025-12-31	$6,104	70	+59.1%	Shares	Other	2026-02-02
2025-09-30	$4,169	44	+29.4%	Shares	Other	2025-10-09
2025-06-30	$3,122	34	+78.9%	Shares	Sole	2025-07-22
2025-03-31	$1,747	19	-73.2%	Shares	Sole	2025-05-12
2021-09-30	$4,399	71	-81.6%	Shares	Other	2021-11-24
2021-06-30	$23,296	385	-60.3%	Shares	Other	2021-07-28
2021-03-31	$60,233	969	-39.0%	Shares	Other	2021-05-05
2020-12-31	$97,612	1,589	-39.2%	Shares	Other	2021-02-09
2020-09-30	$141,676	2,613	-33.7%	Shares	Other	2020-10-27
2020-06-30	$204,392	3,942	+40.2%	Shares	Other	2020-07-16
2020-03-31	$152,241	2,812	—	Shares	Other	2020-05-20
No filing history on record for this holder in this stock.