Bleakley Financial Group, LLC

Position in SO — Southern Co

CIK 1936953 PARSIPPANY, NJ

Position in SO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,385,932

+$304,242 QoQ

Shares Held

35,377

+10.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#571

of 2,359 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $56,216,425 across 24 Utilities - Regulated Electric names. SO ranks #5 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	66,546	$5,400,873
2	NEE	Nextera Energy Inc	53,621	$4,706,315
3	DUK	Duke Energy CORP	32,329	$4,092,204
4	AEP	American Electric Power Co Inc	28,496	$3,898,537
5	SO	Southern Co This page	35,377	$3,385,932
6	PCG	PG&E Corp	188,624	$3,172,655
7	ED	Consolidated Edison Inc	26,487	$2,930,256
8	D	Dominion Energy, Inc	41,434	$2,829,527

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,385,932	35,377	+10.8%	Shares	Sole	2026-08-05
2026-03-31	$3,081,690	31,928	-0.3%	Shares	Sole	2026-05-04
2025-12-31	$2,792,231	32,021	-2.2%	Shares	Sole	2026-02-09
2025-09-30	$3,104,380	32,757	-0.3%	Shares	Sole	2025-11-10
2025-06-30	$3,016,707	32,851	+12.3%	Shares	Sole	2025-07-30
2025-03-31	$2,689,445	29,249	+15.3%	Shares	Sole	2025-05-01
2024-12-31	$2,087,799	25,362	+8.5%	Shares	Sole	2025-01-27
2024-09-30	$2,107,326	23,368	-7.7%	Shares	Sole	2024-10-16
2024-06-30	$1,963,374	25,311	+8.2%	Shares	Sole	2024-08-12
2024-03-31	$1,678,644	23,399	-3.9%	Shares	Sole	2024-05-08
2023-12-31	$1,707,562	24,352	-0.2%	Shares	Sole	2024-01-25
2023-09-30	$1,578,909	24,396	-22.7%	Shares	Sole	2023-11-14
2023-06-30	$2,217,230	31,562	+26.9%	Shares	Sole	2023-08-14
2023-03-31	$1,730,663	24,873	+8.4%	Shares	Sole	2023-05-12
2022-12-31	$1,638,145	22,940	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.