DAYMARK WEALTH PARTNERS, LLC

Position in SO — Southern Co

CIK 1956824 CINCINNATI, OH

Position in SO

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

Position Value

$3,764,944

-$177,994 QoQ

Shares Held

39,337

-3.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#539

of 2,359 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

DAYMARK WEALTH PARTNERS, LLC holds $25,382,309 across 18 Utilities - Regulated Electric names. SO ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	66,221	$5,812,217
2	DUK	Duke Energy CORP	44,305	$5,608,126
3	SO	Southern Co This page	39,337	$3,764,944
4	FE	Firstenergy Corp	72,829	$3,462,290
5	D	Dominion Energy, Inc	17,184	$1,173,495
6	ES	Eversource Energy	9,745	$704,271
7	AEP	American Electric Power Co Inc	5,041	$689,659
8	ED	Consolidated Edison Inc	6,046	$668,868

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,764,944	39,337	-3.7%	Shares	Sole	2026-07-31
2026-03-31	$3,942,938	40,851	-3.6%	Shares	Sole	2026-05-11
2025-12-31	$3,695,100	42,375	+2.5%	Shares	Sole	2026-01-12
2025-09-30	$3,916,085	41,322	+13.2%	Shares	Sole	2025-10-22
2025-06-30	$3,352,254	36,505	+0.5%	Shares	Sole	2025-08-04
2025-03-31	$3,339,899	36,323	-2.6%	Shares	Sole	2025-04-23
2024-12-31	$3,069,877	37,292	+1.0%	Shares	Sole	2025-01-17
2024-09-30	$3,330,888	36,936	+6.9%	Shares	Sole	2024-10-08
2024-06-30	$2,679,422	34,542	+9.2%	Shares	Sole	2024-08-14
2024-03-31	$2,269,925	31,641	-2.3%	Shares	Sole	2024-04-10
2023-12-31	$2,272,028	32,402	+0.9%	Shares	Sole	2024-01-09
2023-09-30	$2,077,835	32,105	+23.1%	Shares	Sole	2023-10-10
2023-06-30	$1,831,909	26,077	+434.7%	Shares	Sole	2023-07-19
2023-03-31	$339,341	4,877	+21.8%	Shares	Sole	2023-04-20
2022-12-31	$285,854	4,003	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.