Colonial River Investments, LLC

Position in SO — Southern Co

CIK 1845859 MIDLOTHIAN, VA

Position in SO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$229,034

-$3,965 QoQ

Shares Held

2,393

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,947

of 2,356 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Colonial River Investments, LLC holds $3,381,779 across 5 Utilities - Regulated Electric names. SO ranks #5 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	28,925	$1,975,288
2	NEE	Nextera Energy Inc	6,548	$574,717
3	PPL	PPL Corp	9,537	$346,669
4	DUK	Duke Energy CORP	2,023	$256,071
5	SO	Southern Co This page	2,393	$229,034

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,034	2,393	-0.9%	Shares	Sole	2026-07-24
2026-03-31	$232,999	2,414	-24.4%	Shares	Sole	2026-04-27
2025-12-31	$278,516	3,194	+27.6%	Shares	Sole	2026-02-04
2025-09-30	$237,304	2,504	-1.9%	Shares	Sole	2025-11-13
2025-06-30	$234,441	2,553	-2.3%	Shares	Sole	2025-07-15
2025-03-31	$240,173	2,612	-30.3%	Shares	Sole	2025-04-25
2024-12-31	$308,700	3,750	-11.4%	Shares	Sole	2025-02-04
2024-09-30	$381,731	4,233	-34.7%	Shares	Sole	2024-11-04
2024-06-30	$503,196	6,487	-21.1%	Shares	Sole	2024-07-22
2024-03-31	$589,559	8,218	+27.9%	Shares	Sole	2024-05-10
2023-12-31	$450,591	6,426	-20.0%	Shares	Sole	2024-01-23
2023-09-30	$519,572	8,028	+147.2%	Shares	Sole	2023-11-03
2023-06-30	$228,101	3,247	+1.0%	Shares	Sole	2023-08-08
2023-03-31	$223,769	3,216	-4.5%	Shares	Sole	2023-05-05
2022-12-31	$240,437	3,367	-7.8%	Shares	Sole	2023-02-10
2022-09-30	$248,404	3,653	-13.9%	Shares	Sole	2022-11-14
2022-06-30	$302,710	4,245	+7.2%	Shares	Sole	2022-08-15
2022-03-31	$287,067	3,959	-11.7%	Shares	Sole	2022-04-15
2021-12-31	$307,649	4,486	-1.7%	Shares	Sole	2022-02-15
2021-06-30	$276,167	4,564	-0.7%	Shares	Sole	2021-08-13
2021-03-31	$285,749	4,597	+28.8%	Shares	Sole	2021-05-17
2020-12-31	$219,182	3,568	—	Shares	Sole	2021-02-19
No filing history on record for this holder in this stock.