Knollwood Investment Advisory, LLC

Position in SO — Southern Co

CIK 1999346 HUNT VALLEY, MD

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$542,005

-$4,587 QoQ

Shares Held

5,663

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,357

of 2,360 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Knollwood Investment Advisory, LLC holds $3,122,516 across 6 Utilities - Regulated Electric names. SO ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	9,739	$854,792
2	SO	Southern Co This page	5,663	$542,005
3	DUK	Duke Energy CORP	4,055	$513,281
4	ETR	Entergy Corp /De/	4,277	$491,256
5	AEP	American Electric Power Co Inc	3,321	$454,346
6	XEL	Xcel Energy Inc	3,323	$266,836

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$542,005	5,663	0.0%	Shares	Sole	2026-08-13
2026-03-31	$546,592	5,663	0.0%	Shares	Sole	2026-05-14
2025-12-31	$493,813	5,663	0.0%	Shares	Sole	2026-02-13
2025-09-30	$536,682	5,663	-2.0%	Shares	Sole	2025-11-14
2025-06-30	$530,410	5,776	0.0%	Shares	Sole	2025-08-13
2025-03-31	$531,103	5,776	0.0%	Shares	Sole	2025-05-14
2024-12-31	$475,480	5,776	0.0%	Shares	Sole	2025-02-14
2024-09-30	$520,879	5,776	0.0%	Shares	Sole	2024-11-14
2024-06-30	$448,044	5,776	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.