Essex LLC

Position in SO — Southern Co

CIK 1889147 DEER PARK, IL

Position in SO

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

Position Value

$2,088,487

-$15,842 QoQ

Shares Held

21,821

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#741

of 2,360 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Essex LLC holds $5,908,743 across 4 Utilities - Regulated Electric names. SO ranks #1 (35.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	21,821	$2,088,487
2	EXC	Exelon Corp	40,929	$1,908,109
3	ED	Consolidated Edison Inc	13,192	$1,459,430
4	NEE	Nextera Energy Inc	5,158	$452,717

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,088,487	21,821	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$2,104,329	21,802	-0.6%	Shares	Sole	2026-04-24
2025-12-31	$1,912,470	21,932	-2.9%	Shares	Sole	2026-01-20
2025-09-30	$2,141,612	22,598	-0.8%	Shares	Sole	2025-10-23
2025-06-30	$2,092,346	22,785	-2.7%	Shares	Sole	2025-07-28
2025-03-31	$2,152,825	23,413	-4.9%	Shares	Sole	2025-04-25
2024-12-31	$2,027,047	24,624	-8.4%	Shares	Sole	2025-01-28
2024-09-30	$2,424,128	26,881	-2.1%	Shares	Sole	2024-10-18
2024-06-30	$2,130,925	27,471	+4.9%	Shares	Sole	2024-07-23
2024-03-31	$1,879,588	26,200	-2.9%	Shares	Sole	2024-05-03
2023-12-31	$1,891,487	26,975	+1.7%	Shares	Sole	2024-01-29
2023-09-30	$1,717,215	26,533	-0.5%	Shares	Sole	2023-10-16
2023-06-30	$1,873,637	26,671	-9.5%	Shares	Sole	2023-07-31
2023-03-31	$2,050,800	29,474	0.0%	Shares	Sole	2023-05-02
2022-12-31	$2,104,738	29,474	-1.7%	Shares	Sole	2023-01-31
2022-09-30	$2,039,592	29,994	-0.4%	Shares	Sole	2022-11-07
2022-06-30	$2,147,785	30,119	-1.1%	Shares	Sole	2022-08-01
2022-03-31	$2,208,582	30,459	-3.7%	Shares	Sole	2022-04-20
2021-12-31	$2,168,293	31,617	-4.4%	Shares	Sole	2022-01-28
2021-09-30	$2,049,471	33,072	—	Shares	Sole	2021-10-21
No filing history on record for this holder in this stock.