SAPIENT CAPITAL LLC

Position in SO — Southern Co

CIK 1998653 INDIANAPOLIS, IN

Position in SO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$231,522

-$289,396 QoQ

Shares Held

2,419

-55.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,939

of 2,354 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

SAPIENT CAPITAL LLC holds $5,531,282 across 6 Utilities - Regulated Electric names. SO ranks #6 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	29,533	$2,592,111
2	XEL	Xcel Energy Inc	15,855	$1,273,156
3	DUK	Duke Energy CORP	5,790	$732,898
4	WEC	Wec Energy Group, Inc.	3,679	$429,596
5	D	Dominion Energy, Inc	3,983	$271,999
6	SO	Southern Co This page	2,419	$231,522

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,522	2,419	-55.2%	Shares	Sole	2026-07-09
2026-03-31	$520,918	5,397	+74.5%	Shares	Sole	2026-04-08
2025-12-31	$269,622	3,092	+0.7%	Shares	Sole	2026-02-05
2025-09-30	$290,943	3,070	-1.2%	Shares	Sole	2025-10-17
2025-06-30	$285,315	3,107	+0.6%	Shares	Sole	2025-07-09
2025-03-31	$284,125	3,090	+0.2%	Shares	Sole	2025-04-15
2024-12-31	$253,792	3,083	+1.1%	Shares	Sole	2025-01-29
2024-09-30	$275,049	3,050	+0.3%	Shares	Sole	2024-10-11
2024-06-30	$235,967	3,042	+2.5%	Shares	Sole	2024-07-15
2024-03-31	$212,852	2,967	-23.8%	Shares	Sole	2024-04-22
2023-12-31	$272,907	3,892	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.