BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in SO — Southern Co

CIK 2010186 CINCINNATI, OH

Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$921,113

-$2,776 QoQ

Shares Held

9,624

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,058

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $188,467,826 across 30 Utilities - Regulated Electric names. SO ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,165,321	$102,280,224
2	DUK	Duke Energy CORP	580,535	$73,484,120
3	WEC	Wec Energy Group, Inc.	76,919	$8,981,831
4	AEP	American Electric Power Co Inc	8,088	$1,106,519
5	SO	Southern Co This page	9,624	$921,113
6	ETR	Entergy Corp /De/	6,582	$756,008
7	AEE	Ameren Corp	1,755	$198,385
8	D	Dominion Energy, Inc	2,733	$186,636

All Filings in SO

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44 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$921,113	9,624	+0.5%	Shares	Sole	2026-07-24
2026-03-31	$923,889	9,572	+0.2%	Shares	Sole	2026-05-06
2025-12-31	$832,672	9,549	-0.0%	Shares	Sole	2026-01-22
2025-09-30	$905,337	9,553	-0.3%	Shares	Sole	2025-10-09
2025-06-30	$879,639	9,579	-2.7%	Shares	Sole	2025-07-18
2025-03-31	$905,615	9,849	-2.6%	Shares	Sole	2025-04-24
2024-12-31	$832,419	10,112	-2.2%	Shares	Sole	2025-01-17
2024-09-30	$932,641	10,342	-5.0%	Shares	Sole	2024-10-17
2024-06-30	$844,814	10,891	-10.6%	Shares	Sole	2024-07-12
2024-03-31	$874,295	12,187	-0.6%	Shares	Sole	2024-05-09
2023-12-31 SOJD	$1,462,661	65,065	+0.3%	Shares	Sole	2024-02-14
2023-12-31 SOJE	$1,007,705	50,766	-4.0%	Shares	Sole	2024-02-14
2023-12-31	$859,671	12,260	+5.1%	Shares	Sole	2024-02-14
2023-09-30 SOJD	$1,365,724	64,880	+0.6%	Shares	Sole	2024-02-14
2023-09-30 SOJE	$1,029,301	52,866	-8.8%	Shares	Sole	2024-02-14
2023-09-30	$754,958	11,665	-0.5%	Shares	Sole	2024-02-14
2023-06-30 SOJD	$1,481,105	64,480	+1.8%	Shares	Sole	2024-02-14
2023-06-30 SOJE	$1,216,202	57,942	0.0%	Shares	Sole	2024-02-14
2023-06-30	$823,400	11,721	+16.9%	Shares	Sole	2024-02-14
2023-03-31 SOJD	$1,431,823	63,355	-1.3%	Shares	Sole	2024-02-14
2023-03-31 SOJE	$1,158,840	57,942	-5.1%	Shares	Sole	2024-02-14
2023-03-31	$697,678	10,027	+0.2%	Shares	Sole	2024-02-14
2022-12-31 SOJD	$1,260,495	64,180	-0.5%	Shares	Sole	2024-02-14
2022-12-31 SOJE	$1,059,321	61,056	-15.4%	Shares	Sole	2024-02-14
2022-12-31	$714,885	10,011	+0.2%	Shares	Sole	2024-02-14
2022-09-30 SOJD	$1,330,764	64,475	+25.5%	Shares	Sole	2024-02-14
2022-09-30 SOJE	$1,371,933	72,207	-1.1%	Shares	Sole	2024-02-14
2022-09-30	$679,728	9,996	-9.5%	Shares	Sole	2024-02-14
2022-06-30 SOJD	$1,122,915	51,385	+1.5%	Shares	Sole	2024-02-14
2022-06-30 SOJE	$1,391,431	73,041	-0.7%	Shares	Sole	2024-02-14
2022-06-30	$787,333	11,041	+0.2%	Shares	Sole	2024-02-14
2022-03-31 SOJD	$1,221,822	50,635	+4.0%	Shares	Sole	2024-02-14
2022-03-31 SOJE	$1,640,699	73,541	0.0%	Shares	Sole	2024-02-14
2022-03-31	$799,277	11,023	+0.1%	Shares	Sole	2024-02-14
2021-12-31 SOJD	$1,320,528	48,710	—	Shares	Sole	2024-02-14
2021-12-31 SOJE	$1,912,066	73,541	—	Shares	Sole	2024-02-14
2021-12-31	$754,928	11,008	+21.1%	Shares	Sole	2024-02-14
2021-09-30	$563,493	9,093	-3.1%	Shares	Sole	2024-02-14
2021-06-30	$568,007	9,387	+8.5%	Shares	Sole	2024-02-14
2021-03-31	$537,994	8,655	-4.5%	Shares	Sole	2024-02-14
2020-12-31	$556,740	9,063	-0.4%	Shares	Sole	2024-02-13
2020-09-30	$493,402	9,100	+5.2%	Shares	Sole	2024-02-13
2020-06-30	$448,346	8,647	-0.4%	Shares	Sole	2024-02-13
2020-03-31	$470,043	8,682	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.