Beacon Bank & Trust

Bank

Position in SO — Southern Co

CIK 1831984 Boston, MA

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$459,790

-$3,892 QoQ

Shares Held

4,804

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,464

of 2,360 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Beacon Bank & Trust holds $6,628,842 across 5 Utilities - Regulated Electric names. SO ranks #3 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	47,203	$4,143,007
2	D	Dominion Energy, Inc	20,860	$1,424,528
3	SO	Southern Co This page	4,804	$459,790
4	PEG	Public Service Enterprise Group Inc	4,733	$384,129
5	ES	Eversource Energy	3,008	$217,388

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459,790	4,804	0.0%	Shares	Sole	2026-08-03
2026-03-31	$463,682	4,804	+69.0%	Shares	Sole	2026-04-28
2025-12-31	$247,909	2,843	-3.1%	Shares	Sole	2026-02-17
2025-09-30	$278,054	2,934	+0.7%	Shares	Sole	2025-10-24
2025-06-30	$267,684	2,915	-6.5%	Shares	Sole	2025-07-09
2025-03-31	$286,700	3,118	+5.6%	Shares	Sole	2025-04-17
2024-12-31	$243,008	2,952	+6.7%	Shares	Sole	2025-01-22
2024-09-30	$249,528	2,767	—	Shares	Sole	2024-10-18
No filing history on record for this holder in this stock.