BLUEDOOR PRIVATE WEALTH, LLC

Position in SO — Southern Co

CIK 2110994 BEVERLY, MA

Position in SO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$405,140

-$3,139 QoQ

Shares Held

4,233

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,540

of 2,360 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Utilities · as of Jun 30, 2026

BLUEDOOR PRIVATE WEALTH, LLC holds $1,170,868 across 3 Utilities - Regulated Electric names. SO ranks #2 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	6,131	$497,591
2	SO	Southern Co This page	4,233	$405,140
3	NEE	Nextera Energy Inc	3,055	$268,137

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$405,140	4,233	+0.1%	Shares	Sole	2026-07-16
2026-03-31	$408,279	4,230	+5.3%	Shares	Sole	2026-05-05
2025-12-31	$350,282	4,017	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.