Brooklyn Investment Group

Position in SO — Southern Co

CIK 1795705 NEW YORK, NY

Position in SO

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$4,100,459

+$1,526,926 QoQ

Shares Held

42,483

+43.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Brooklyn Investment Group holds $40,467,284 across 36 Utilities - Regulated Electric names. SO ranks #2 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	72,152	$6,701,477
2	SO	Southern Co This page	42,483	$4,100,459
3	NGG	National Grid PLC	44,641	$3,776,628
4	DUK	Duke Energy CORP	23,664	$3,098,564
5	AEP	American Electric Power Co Inc	18,342	$2,404,269
6	D	Dominion Energy, Inc	23,622	$1,460,312
7	CMS	Cms Energy Corp	17,138	$1,329,566
8	ETR	Entergy Corp /De/	11,435	$1,284,836

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,100,459	42,483	+43.9%	Shares	Defined	2026-04-29
2025-12-31	$2,573,533	29,513	+57.6%	Shares	Defined	2026-02-12
2025-09-30	$1,774,283	18,722	-1.5%	Shares	Defined	2025-11-14
2025-06-30	$1,745,596	19,009	+28.0%	Shares	Defined	2025-08-14
2025-03-31	$1,365,825	14,854	+36.1%	Shares	Defined	2025-05-13
2024-12-31	$898,358	10,913	+9.7%	Shares	Defined	2025-01-15
2024-09-30	$896,840	9,945	+7.6%	Shares	Defined	2024-11-13
2024-06-30	$716,901	9,242	0.0%	Shares	Defined	2024-08-12
2024-03-31	$663,021	9,242	-6.3%	Shares	Defined	2024-05-07
2023-12-31	$691,874	9,867	—	Shares	Defined	2024-02-09
No filing history on record for this holder in this stock.