Badgley Phelps Wealth Managers, LLC

Position in SO — Southern Co

CIK 1895362 SEATTLE, WA

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$361,783

-$11,266 QoQ

Shares Held

3,780

-2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,601

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

Badgley Phelps Wealth Managers, LLC holds $22,149,833 across 5 Utilities - Regulated Electric names. SO ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	233,824	$20,522,732
2	WEC	Wec Energy Group, Inc.	4,792	$559,561
3	PEG	Public Service Enterprise Group Inc	6,105	$495,481
4	SO	Southern Co This page	3,780	$361,783
5	AEP	American Electric Power Co Inc	1,537	$210,276

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$361,783	3,780	-2.2%	Shares	Sole	2026-07-31
2026-03-31	$373,049	3,865	+52.4%	Shares	Sole	2026-04-15
2025-12-31	$221,139	2,536	+0.0%	Shares	Sole	2026-01-28
2025-09-30	$240,241	2,535	-2.0%	Shares	Sole	2025-11-04
2025-06-30	$237,656	2,588	-0.9%	Shares	Sole	2025-07-16
2025-03-31	$240,081	2,611	+0.0%	Shares	Sole	2025-04-30
2024-12-31	$214,855	2,610	0.0%	Shares	Sole	2025-02-11
2024-09-30	$235,369	2,610	—	Shares	Sole	2024-10-18
No filing history on record for this holder in this stock.