Retirement Planning Co of New England, Inc.

Pension

Position in SO — Southern Co

CIK 1817693 Warwick, RI

Back to SO Full portfolio

Position in SO

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

Position Value

$1,331,038

-$17,153 QoQ

Shares Held

13,907

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#891

of 2,354 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Retirement Planning Co of New England, Inc. holds $4,225,682 across 6 Utilities - Regulated Electric names. SO ranks #2 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NGG	National Grid PLC	16,240	$1,345,808
2	SO	Southern Co This page	13,907	$1,331,038
3	DUK	Duke Energy CORP	5,216	$660,241
4	ES	Eversource Energy	4,977	$359,687
5	ED	Consolidated Edison Inc	2,724	$301,356
6	EXC	Exelon Corp	4,881	$227,552

All Filings in SO

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,331,038	13,907	-0.4%	Shares	Sole	2026-07-30
2026-03-31	$1,348,191	13,968	-1.0%	Shares	Sole	2026-05-08
2025-12-31	$1,230,043	14,106	-0.5%	Shares	Sole	2026-01-28
2025-09-30	$1,343,080	14,172	+0.7%	Shares	Sole	2025-11-03
2025-06-30	$1,292,599	14,076	-0.3%	Shares	Sole	2025-08-12
2025-03-31	$1,298,793	14,125	-0.1%	Shares	Sole	2025-05-15
2024-12-31	$1,164,251	14,143	-1.1%	Shares	Sole	2025-02-10
2024-09-30	$1,290,115	14,306	+0.3%	Shares	Sole	2024-11-12
2024-06-30	$1,105,993	14,258	-2.4%	Shares	Sole	2024-08-08
2024-03-31	$1,048,121	14,610	-15.1%	Shares	Sole	2024-05-06
2023-12-31	$1,207,326	17,218	+15.3%	Shares	Sole	2024-02-12
2023-09-30	$966,269	14,930	-9.9%	Shares	Sole	2023-11-13
2023-06-30	$1,163,972	16,569	-0.6%	Shares	Sole	2023-08-11
2023-03-31	$1,160,246	16,675	+2.8%	Shares	Sole	2023-04-21
2022-12-31	$1,158,484	16,223	+3.2%	Shares	Sole	2023-02-03
2022-09-30	$1,069,164	15,723	-1.0%	Shares	Sole	2022-10-19
2022-06-30	$1,131,974	15,874	-0.5%	Shares	Sole	2022-08-12
2022-03-31	$1,156,679	15,952	+1.7%	Shares	Sole	2022-05-06
2021-12-31	$1,075,197	15,678	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.