MCCARTER PRIVATE WEALTH SERVICES LLC

Position in SO — Southern Co

CIK 2036922 Boston, MA

Position in SO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$636,184

+$86,503 QoQ

Shares Held

6,647

+16.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,262

of 2,360 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MCCARTER PRIVATE WEALTH SERVICES LLC holds $3,016,820 across 3 Utilities - Regulated Electric names. SO ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	23,445	$2,057,767
2	SO	Southern Co This page	6,647	$636,184
3	WEC	Wec Energy Group, Inc.	2,765	$322,869

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$636,184	6,647	+16.7%	Shares	Other	2026-08-05
2026-03-31	$549,681	5,695	+31.5%	Shares	Other	2026-05-15
2025-12-31	$377,576	4,330	—	Shares	Other	2026-02-10
No filing history on record for this holder in this stock.