Nilsine Partners, LLC

Position in SO — Southern Co

CIK 1913043 GREENWOOD VILLAGE, CO

Position in SO

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

Position Value

$626,613

-$1,056 QoQ

Shares Held

6,547

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,273

of 2,360 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Nilsine Partners, LLC holds $8,234,896 across 12 Utilities - Regulated Electric names. SO ranks #5 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	22,834	$2,004,140
2	EXC	Exelon Corp	35,082	$1,635,522
3	DUK	Duke Energy CORP	8,536	$1,080,486
4	AEP	American Electric Power Co Inc	6,910	$945,357
5	SO	Southern Co This page	6,547	$626,613
6	WEC	Wec Energy Group, Inc.	3,619	$422,590
7	D	Dominion Energy, Inc	5,725	$390,960
8	EIX	Edison International	4,035	$300,405

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$626,613	6,547	+0.7%	Shares	Sole	2026-07-24
2026-03-31	$627,669	6,503	+6.8%	Shares	Sole	2026-04-29
2025-12-31	$531,048	6,090	+4.3%	Shares	Sole	2026-01-15
2025-09-30	$553,551	5,841	-4.3%	Shares	Sole	2025-10-06
2025-06-30	$560,438	6,103	-2.8%	Shares	Sole	2025-07-31
2025-03-31	$577,537	6,281	+2.0%	Shares	Sole	2025-04-22
2024-12-31	$506,761	6,156	+6.6%	Shares	Sole	2025-01-22
2024-09-30	$520,879	5,776	-49.6%	Shares	Sole	2024-10-30
2024-06-30	$888,254	11,451	-11.5%	Shares	Sole	2024-07-31
2024-03-31	$927,741	12,932	+0.3%	Shares	Sole	2024-04-22
2023-12-31	$904,197	12,895	-26.9%	Shares	Sole	2024-01-24
2023-09-30	$1,140,948	17,629	-2.3%	Shares	Sole	2023-11-01
2023-06-30	$1,267,380	18,041	-0.7%	Shares	Sole	2023-07-21
2023-03-31	$1,264,199	18,169	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.