JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Position in SO — Southern Co

CIK 2006637 MILTON, GA

Position in SO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$12,845,047

+$38,870 QoQ

Shares Held

134,208

+1.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#277

of 2,359 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $26,883,033 across 6 Utilities - Regulated Electric names. SO ranks #1 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	134,208	$12,845,047
2	DUK	Duke Energy CORP	54,470	$6,894,812
3	EXC	Exelon Corp	70,726	$3,297,246
4	AEP	American Electric Power Co Inc	20,368	$2,786,546
5	ED	Consolidated Edison Inc	6,510	$720,201
6	ETR	Entergy Corp /De/	2,953	$339,181

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,845,047	134,208	+1.2%	Shares	Sole	2026-07-16
2026-03-31	$12,806,177	132,679	+1.7%	Shares	Sole	2026-04-27
2025-12-31	$11,372,449	130,418	+0.8%	Shares	Sole	2026-01-15
2025-09-30	$12,257,930	129,344	+1.8%	Shares	Sole	2025-10-14
2025-06-30	$11,665,715	127,036	-0.6%	Shares	Sole	2025-07-22
2025-03-31	$11,755,991	127,852	+0.4%	Shares	Sole	2025-04-22
2024-12-31	$10,486,580	127,388	+1.4%	Shares	Sole	2025-01-21
2024-09-30	$11,329,223	125,629	+2.8%	Shares	Sole	2024-10-15
2024-06-30	$9,480,217	122,215	+0.2%	Shares	Sole	2024-07-11
2024-03-31	$8,747,329	121,931	+1.4%	Shares	Sole	2024-04-26
2023-12-31	$8,432,420	120,257	-0.1%	Shares	Sole	2024-01-17
2023-09-30	$7,793,647	120,421	—	Shares	Sole	2024-01-05
No filing history on record for this holder in this stock.