Greenfield Savings Bank

Bank

Position in SO — Southern Co

CIK 1940406 GREENFIELD, MA

Position in SO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$228,651

-$1,935 QoQ

Shares Held

2,389

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,948

of 2,356 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Greenfield Savings Bank holds $5,589,756 across 6 Utilities - Regulated Electric names. SO ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	35,223	$3,091,522
2	DUK	Duke Energy CORP	11,152	$1,411,620
3	WEC	Wec Energy Group, Inc.	3,427	$400,170
4	EXC	Exelon Corp	5,150	$240,093
5	SO	Southern Co This page	2,389	$228,651
6	PPL	PPL Corp	5,989	$217,700

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,651	2,389	0.0%	Shares	Sole	2026-07-07
2026-03-31	$230,586	2,389	0.0%	Shares	Sole	2026-04-16
2025-12-31	$208,320	2,389	0.0%	Shares	Sole	2026-02-02
2025-09-30	$226,405	2,389	+0.3%	Shares	Sole	2025-10-06
2025-06-30	$218,647	2,381	-4.8%	Shares	Sole	2025-07-07
2025-03-31	$229,966	2,501	0.0%	Shares	Sole	2025-04-10
2024-12-31	$205,882	2,501	0.0%	Shares	Sole	2025-01-13
2024-09-30	$225,540	2,501	-18.6%	Shares	Sole	2024-10-07
2024-06-30	$238,450	3,074	+2.5%	Shares	Sole	2024-07-10
2024-03-31	$215,076	2,998	-15.2%	Shares	Sole	2024-04-10
2023-12-31	$247,874	3,535	-3.2%	Shares	Sole	2024-01-05
2023-09-30	$236,292	3,651	0.0%	Shares	Sole	2023-10-10
2023-06-30	$256,482	3,651	+10.9%	Shares	Sole	2023-07-07
2023-03-31	$229,057	3,292	—	Shares	Sole	2023-04-12
No filing history on record for this holder in this stock.