Regatta Research & Money Management

Position in SO — Southern Co

CIK 2137529 METAIRIE, LA

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$334,313

New position

Shares Held

3,493

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#1,650

of 2,359 holders

Holding Since

Jun 2026

1 quarter on record

Utilities · as of Jun 30, 2026

Regatta Research & Money Management holds $580,380 across 5 Utilities - Regulated Electric names. SO ranks #1 (57.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	3,493	$334,313
2	NEE	Nextera Energy Inc	1,308	$114,803
3	D	Dominion Energy, Inc	943	$64,397
4	ETR	Entergy Corp /De/	482	$55,362
5	ED	Consolidated Edison Inc	104	$11,505

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,313	3,493	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.