S.A. Mason LLC

Position in SO — Southern Co

CIK 1800911 HOLLAND, MI

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$237,647

+$70,378 QoQ

Shares Held

2,483

+43.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,917

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

S.A. Mason LLC holds $2,603,088 across 6 Utilities - Regulated Electric names. SO ranks #3 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	14,510	$1,273,542
2	D	Dominion Energy, Inc	8,115	$554,173
3	SO	Southern Co This page	2,483	$237,647
4	AEP	American Electric Power Co Inc	1,430	$195,638
5	DTE	Dte Energy Co	1,215	$185,129
6	DUK	Duke Energy CORP	1,240	$156,959

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,647	2,483	+43.3%	Shares	Sole	2026-07-31
2026-03-31	$167,269	1,733	0.0%	Shares	Sole	2026-04-27
2025-12-31	$151,117	1,733	0.0%	Shares	Sole	2026-01-29
2025-09-30	$164,236	1,733	+1.5%	Shares	Sole	2025-10-14
2025-06-30	$156,845	1,708	+7.6%	Shares	Sole	2025-07-14
2025-03-31	$146,016	1,588	0.0%	Shares	Sole	2025-04-23
2024-12-31	$130,724	1,588	+0.3%	Shares	Sole	2025-01-24
2024-09-30	$142,754	1,583	0.0%	Shares	Sole	2024-10-25
2024-06-30	$122,793	1,583	0.0%	Shares	Sole	2024-07-10
2024-03-31	$113,564	1,583	0.0%	Shares	Sole	2024-04-15
2023-12-31	$110,999	1,583	0.0%	Shares	Sole	2024-01-17
2023-09-30	$102,451	1,583	-1.9%	Shares	Sole	2023-10-13
2023-06-30	$113,313	1,613	0.0%	Shares	Sole	2023-07-20
2023-03-31	$112,232	1,613	+3.9%	Shares	Sole	2023-05-10
2022-12-31	$110,899	1,553	0.0%	Shares	Sole	2023-01-10
2022-09-30	$105,604	1,553	0.0%	Shares	Sole	2022-10-20
2022-06-30	$110,744	1,553	+3.7%	Shares	Sole	2022-07-07
2022-03-31	$108,619	1,498	0.0%	Shares	Sole	2022-05-12
2021-12-31	$102,732	1,498	0.0%	Shares	Sole	2022-01-04
2021-09-30	$92,831	1,498	0.0%	Shares	Sole	2021-10-12
2021-06-30	$90,643	1,498	0.0%	Shares	Sole	2021-07-07
2021-03-31	$93,115	1,498	0.0%	Shares	Sole	2021-04-20
2020-12-31	$92,022	1,498	0.0%	Shares	Sole	2021-02-02
2020-09-30	$81,221	1,498	0.0%	Shares	Sole	2020-10-21
2020-06-30	$77,671	1,498	-33.4%	Shares	Sole	2020-07-27
2020-03-31	$121,706	2,248	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.