Pathstone Holdings, LLC

Position in SO — Southern Co

CIK 2011612 ENGLEWOOD, NJ

Position in SO

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

Position Value

$13,571,293

+$526,327 QoQ

Shares Held

141,796

+4.9% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#269

of 2,375 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Utilities · as of Jun 30, 2026

Pathstone Holdings, LLC holds $172,431,928 across 33 Utilities - Regulated Electric names. SO ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	371,203	$25,349,452
2	NEE	Nextera Energy Inc	286,279	$25,126,706
3	SO	Southern Co This page	141,796	$13,571,293
4	DUK	Duke Energy CORP	105,398	$13,341,278
5	NGG	National Grid PLC	136,087	$11,277,528
6	AEP	American Electric Power Co Inc	72,619	$9,935,004
7	XEL	Xcel Energy Inc	88,355	$7,094,906
8	EXC	Exelon Corp	120,403	$5,613,187

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,571,293	141,796	+4.9%	Shares	Other	2026-08-13
2026-03-31	$13,044,966	135,153	+1.7%	Shares	Defined	2026-05-11
2025-12-31	$11,586,437	132,872	-1.6%	Shares	Defined	2026-02-13
2025-09-30	$12,794,138	135,002	+1.1%	Shares	Other	2025-11-13
2025-06-30	$12,262,793	133,538	-0.7%	Shares	Defined	2025-08-12
2025-03-31	$12,364,607	134,471	+2.1%	Shares	Other	2025-05-15
2024-12-31	$10,839,649	131,677	+1.9%	Shares	Defined	2025-02-14
2024-09-30	$11,652,156	129,210	-16.9%	Shares	Sole	2024-11-07
2024-06-30	$12,066,401	155,555	+5.8%	Shares	Defined	2024-08-14
2024-03-31	$10,544,057	146,976	-0.2%	Shares	Other	2024-05-13
2023-12-31	$10,326,361	147,267	—	Shares	Other	2024-02-14
No filing history on record for this holder in this stock.