Rosenberg Matthew Hamilton

Position in SO — Southern Co

CIK 1812103 GRAND JUNCTION, CO

Position in SO

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

Position Value

$445,434

-$8,403 QoQ

Shares Held

4,654

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,478

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Rosenberg Matthew Hamilton holds $2,829,320 across 18 Utilities - Regulated Electric names. SO ranks #1 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	4,654	$445,434
2	DUK	Duke Energy CORP	3,100	$392,398
3	NEE	Nextera Energy Inc	3,942	$345,989
4	PEG	Public Service Enterprise Group Inc	3,715	$301,509
5	XEL	Xcel Energy Inc	3,427	$275,188
6	D	Dominion Energy, Inc	3,208	$219,074
7	EXC	Exelon Corp	4,580	$213,519
8	AEP	American Electric Power Co Inc	1,470	$201,110

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$445,434	4,654	-1.0%	Shares	Sole	2026-07-17
2026-03-31	$453,837	4,702	+2.3%	Shares	Sole	2026-04-07
2025-12-31	$400,771	4,596	-4.7%	Shares	Sole	2026-01-05
2025-09-30	$457,170	4,824	+1.1%	Shares	Sole	2025-11-10
2025-06-30	$438,212	4,772	-4.4%	Shares	Sole	2025-07-28
2025-03-31	$459,198	4,994	-1.5%	Shares	Sole	2025-04-28
2024-12-31	$417,527	5,072	+7.0%	Shares	Sole	2025-01-14
2024-09-30	$427,633	4,742	-0.9%	Shares	Sole	2024-10-28
2024-06-30	$371,172	4,785	+1.3%	Shares	Sole	2024-07-26
2024-03-31	$338,756	4,722	-4.5%	Shares	Sole	2024-04-22
2023-12-31	$346,813	4,946	-2.5%	Shares	Sole	2024-01-16
2023-09-30	$328,324	5,073	-0.4%	Shares	Sole	2023-10-11
2023-06-30	$357,853	5,094	-2.2%	Shares	Sole	2023-07-26
2023-03-31	$362,581	5,211	-1.2%	Shares	Sole	2023-04-17
2022-12-31	$376,687	5,275	+0.3%	Shares	Sole	2023-01-19
2022-09-30	$357,680	5,260	+7.7%	Shares	Sole	2022-10-21
2022-06-30	$348,278	4,884	+7.6%	Shares	Sole	2022-07-15
2022-03-31	$329,195	4,540	+36.6%	Shares	Sole	2022-04-14
2021-12-31	$227,891	3,323	+32.2%	Shares	Sole	2022-01-20
2021-09-30	$155,792	2,514	0.0%	Shares	Sole	2021-10-12
2021-06-30	$152,122	2,514	0.0%	Shares	Sole	2021-07-26
2021-03-31	$156,270	2,514	+6.3%	Shares	Sole	2021-04-30
2020-12-31	$145,220	2,364	+31.0%	Shares	Sole	2021-02-03
2020-09-30	$97,812	1,804	0.0%	Shares	Sole	2020-10-16
2020-06-30	$93,537	1,804	+24.3%	Shares	Sole	2020-08-04
2020-03-31	$78,557	1,451	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.