ESSEX INVESTMENT MANAGEMENT CO LLC

Position in SO — Southern Co

CIK 201772 BOSTON, MA

Position in SO

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

Position Value

$225,205

-$3,257 QoQ

Shares Held

2,353

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,956

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

ESSEX INVESTMENT MANAGEMENT CO LLC holds $1,563,175 across 6 Utilities - Regulated Electric names. SO ranks #3 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	9,923	$870,941
2	DUK	Duke Energy CORP	2,096	$265,311
3	SO	Southern Co This page	2,353	$225,205
4	DTE	Dte Energy Co	699	$106,506
5	WEC	Wec Energy Group, Inc.	430	$50,211
6	PPL	PPL Corp	1,238	$45,001

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,205	2,353	-0.6%	Shares	Sole	2026-08-06
2026-03-31	$228,462	2,367	-1.0%	Shares	Sole	2026-05-11
2025-12-31	$208,495	2,391	0.0%	Shares	Sole	2026-02-13
2025-09-30	$226,595	2,391	0.0%	Shares	Sole	2025-11-06
2025-06-30	$219,565	2,391	0.0%	Shares	Sole	2025-08-12
2025-03-31	$219,852	2,391	-0.4%	Shares	Sole	2025-05-07
2024-12-31	$197,568	2,400	0.0%	Shares	Sole	2025-02-07
2024-09-30	$216,432	2,400	0.0%	Shares	Sole	2024-10-10
2024-06-30	$186,168	2,400	0.0%	Shares	Sole	2024-08-12
2024-03-31	$172,176	2,400	0.0%	Shares	Sole	2024-05-03
2023-12-31	$168,288	2,400	0.0%	Shares	Sole	2024-02-08
2023-09-30	$155,328	2,400	0.0%	Shares	Sole	2023-11-09
2023-06-30	$168,600	2,400	0.0%	Shares	Sole	2023-08-14
2023-03-31	$166,992	2,400	0.0%	Shares	Sole	2023-05-04
2022-12-31	$171,384	2,400	0.0%	Shares	Sole	2023-02-03
2022-09-30	$163,200	2,400	0.0%	Shares	Sole	2022-11-14
2022-06-30	$171,144	2,400	0.0%	Shares	Sole	2022-08-12
2022-03-31	$174,024	2,400	0.0%	Shares	Sole	2022-05-09
2021-12-31	$164,592	2,400	0.0%	Shares	Sole	2022-02-10
2021-09-30	$148,728	2,400	0.0%	Shares	Sole	2021-11-09
2021-06-30	$145,224	2,400	0.0%	Shares	Sole	2021-08-12
2021-03-31	$149,184	2,400	0.0%	Shares	Sole	2021-05-12
2020-12-31	$147,432	2,400	0.0%	Shares	Sole	2021-02-12
2020-09-30	$130,128	2,400	0.0%	Shares	Sole	2020-11-12
2020-06-30	$124,440	2,400	0.0%	Shares	Sole	2020-08-04
2020-03-31	$129,936	2,400	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.