Great Diamond Partners, LLC

Position in SO — Southern Co

CIK 1801112 Portland, ME

Position in SO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$268,083

-$2,945 QoQ

Shares Held

2,801

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,815

of 2,360 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Great Diamond Partners, LLC holds $3,539,506 across 4 Utilities - Regulated Electric names. SO ranks #3 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	29,322	$2,573,591
2	AEP	American Electric Power Co Inc	3,165	$433,003
3	SO	Southern Co This page	2,801	$268,083
4	XEL	Xcel Energy Inc	3,298	$264,829

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,083	2,801	-0.2%	Shares	Sole	2026-07-17
2026-03-31	$271,028	2,808	+0.5%	Shares	Sole	2026-05-12
2025-12-31	$243,724	2,795	-2.3%	Shares	Sole	2026-02-06
2025-09-30	$271,231	2,862	-0.4%	Shares	Sole	2025-10-20
2025-06-30	$263,919	2,874	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.