Rockbridge Investment Management, LCC

Position in SO — Southern Co

CIK 1821984 Syracuse, NY

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$251,908

+$377 QoQ

Shares Held

2,632

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,868

of 2,360 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Rockbridge Investment Management, LCC holds $1,044,555 across 3 Utilities - Regulated Electric names. SO ranks #3 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	6,112	$536,450
2	DUK	Duke Energy CORP	2,024	$256,197
3	SO	Southern Co This page	2,632	$251,908

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,908	2,632	+1.0%	Shares	Sole	2026-08-14
2026-03-31	$251,531	2,606	0.0%	Shares	Sole	2026-05-14
2025-12-31	$227,243	2,606	+14.5%	Shares	Sole	2026-02-04
2024-09-30	$205,159	2,275	0.0%	Shares	Sole	2024-11-01
2023-12-31	$159,523	2,275	+193.5%	Shares	Sole	2024-02-14
2022-06-30	$55,265	775	0.0%	Shares	Sole	2024-05-28
2022-03-31	$56,195	775	0.0%	Shares	Sole	2024-05-28
2021-12-31	$53,149	775	+3.3%	Shares	Sole	2022-02-14
2021-09-30	$46,477	750	0.0%	Shares	Sole	2021-11-12
2021-06-30	$45,382	750	0.0%	Shares	Sole	2021-08-05
2021-03-31	$46,620	750	-68.1%	Shares	Sole	2021-05-20
2020-12-31	$144,360	2,350	+327.3%	Shares	Sole	2021-03-04
2020-09-30	$29,821	550	-35.1%	Shares	Sole	2020-11-03
2020-06-30	$43,916	847	—	Shares	Sole	2020-08-20
No filing history on record for this holder in this stock.