Frank, Rimerman Advisors LLC

Position in SO — Southern Co

CIK 1977560 Palo Alto, CA

Position in SO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,520,905

-$8,208 QoQ

Shares Held

26,339

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#673

of 2,356 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $16,063,682 across 19 Utilities - Regulated Electric names. SO ranks #1 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	26,339	$2,520,905
2	NEE	Nextera Energy Inc	19,720	$1,730,824
3	AEP	American Electric Power Co Inc	11,696	$1,600,129
4	DUK	Duke Energy CORP	12,333	$1,561,111
5	D	Dominion Energy, Inc	20,072	$1,370,716
6	EIX	Edison International	16,977	$1,263,937
7	EXC	Exelon Corp	24,033	$1,120,418
8	ED	Consolidated Edison Inc	8,491	$939,359

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,520,905	26,339	+0.5%	Shares	Sole	2026-07-27
2026-03-31	$2,529,113	26,203	-10.2%	Shares	Sole	2026-04-29
2025-12-31	$2,543,449	29,168	+40.6%	Shares	Sole	2026-01-15
2025-09-30	$1,966,193	20,747	+3.5%	Shares	Sole	2025-11-04
2025-06-30	$1,839,997	20,037	+9.0%	Shares	Sole	2025-08-11
2025-03-31	$1,690,500	18,385	+1.7%	Shares	Sole	2025-05-12
2024-12-31	$1,488,427	18,081	+0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,630,183	18,077	+0.0%	Shares	Sole	2024-10-24
2024-06-30	$1,401,767	18,071	+31603.5%	Shares	Sole	2024-08-13
2024-03-31	$4,089	57	0.0%	Shares	Sole	2024-05-09
2023-12-31	$3,996	57	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.