Stonebridge Financial Group, LLC

Position in SO — Southern Co

CIK 2009367 Wormleysburg, PA

Position in SO

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$3,718,142

+$158,388 QoQ

Shares Held

38,848

+5.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#543

of 2,356 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Stonebridge Financial Group, LLC holds $15,511,854 across 5 Utilities - Regulated Electric names. SO ranks #2 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	72,986	$6,405,981
2	SO	Southern Co This page	38,848	$3,718,142
3	WEC	Wec Energy Group, Inc.	21,710	$2,535,076
4	ES	Eversource Energy	28,364	$2,049,866
5	PPL	PPL Corp	22,085	$802,789

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,718,142	38,848	+5.3%	Shares	Sole	2026-07-06
2026-03-31	$3,559,754	36,881	+3.4%	Shares	Sole	2026-04-08
2025-12-31	$3,108,941	35,653	+3.9%	Shares	Sole	2026-01-21
2025-09-30	$3,251,274	34,307	+0.9%	Shares	Sole	2025-10-20
2025-06-30	$3,122,954	34,008	+1.0%	Shares	Sole	2025-07-24
2025-03-31	$3,094,761	33,657	+75.8%	Shares	Sole	2025-04-25
2024-12-31	$1,575,934	19,144	—	Shares	Sole	2025-01-29
No filing history on record for this holder in this stock.