BELLEVUE ASSET MANAGEMENT, LLC

Position in SO — Southern Co

CIK 1801619 BELLEVUE, WA

Position in SO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$103,749

-$299 QoQ

Shares Held

1,084

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,112

of 2,359 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $222,088 across 6 Utilities - Regulated Electric names. SO ranks #1 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	1,084	$103,749
2	DUK	Duke Energy CORP	375	$47,467
3	PEG	Public Service Enterprise Group Inc	430	$34,898
4	NEE	Nextera Energy Inc	293	$25,716
5	EVRG	Evergy, Inc.	86	$7,432
6	AEE	Ameren Corp	25	$2,826

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$103,749	1,084	+0.6%	Shares	Sole	2026-08-04
2026-03-31	$104,048	1,078	+0.5%	Shares	Sole	2026-04-24
2025-12-31	$93,565	1,073	+0.6%	Shares	Sole	2026-01-23
2025-09-30	$101,119	1,067	+0.4%	Shares	Sole	2025-11-04
2025-06-30	$97,615	1,063	+0.7%	Shares	Sole	2025-07-23
2025-03-31	$97,099	1,056	0.0%	Shares	Sole	2025-04-28
2024-12-31	$86,929	1,056	+0.4%	Shares	Sole	2025-02-06
2024-09-30	$94,869	1,052	+0.4%	Shares	Sole	2024-10-25
2024-06-30	$81,293	1,048	+0.3%	Shares	Sole	2024-07-31
2024-03-31	$74,968	1,045	+0.4%	Shares	Sole	2024-04-26
2023-12-31	$72,994	1,041	+0.4%	Shares	Sole	2024-02-06
2023-09-30	$67,114	1,037	-19.9%	Shares	Sole	2023-10-25
2023-06-30	$90,903	1,294	+0.2%	Shares	Sole	2023-07-31
2023-03-31	$89,827	1,291	+0.3%	Shares	Sole	2023-05-09
2022-12-31	$91,904	1,287	+0.2%	Shares	Sole	2023-01-23
2022-09-30	$87,380	1,285	+0.3%	Shares	Sole	2022-11-07
2022-06-30	$91,348	1,281	+0.2%	Shares	Sole	2022-08-12
2022-03-31	$92,667	1,278	+8.8%	Shares	Sole	2022-05-11
2021-12-31	$80,581	1,175	+0.3%	Shares	Sole	2022-02-03
2021-09-30	$72,628	1,172	+44.7%	Shares	Sole	2021-11-05
2021-06-30	$49,013	810	-17.0%	Shares	Sole	2021-08-09
2021-03-31	$60,668	976	+0.3%	Shares	Sole	2021-05-12
2020-12-31	$59,771	973	+0.3%	Shares	Sole	2021-02-11
2020-09-30	$52,593	970	+259.3%	Shares	Sole	2020-11-12
2020-06-30	$13,999	270	0.0%	Shares	Sole	2020-07-31
2020-03-31	$14,617	270	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.