MEANS INVESTMENT CO., INC.

Position in SO — Southern Co

CIK 701516 BANGOR, ME

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$653,507

-$82,651 QoQ

Shares Held

6,828

-10.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,247

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MEANS INVESTMENT CO., INC. holds $2,676,535 across 3 Utilities - Regulated Electric names. SO ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	18,727	$1,643,668
2	SO	Southern Co This page	6,828	$653,507
3	DUK	Duke Energy CORP	2,997	$379,360

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$653,507	6,828	-10.5%	Shares	Sole	2026-08-14
2026-03-31	$736,158	7,627	-10.0%	Shares	Sole	2026-04-24
2025-12-31	$738,845	8,473	-13.1%	Shares	Sole	2026-01-26
2025-09-30	$924,197	9,752	-1.3%	Shares	Sole	2025-11-06
2025-06-30	$907,096	9,878	+0.3%	Shares	Sole	2025-07-25
2025-03-31	$905,891	9,852	-29.6%	Shares	Sole	2025-04-21
2024-12-31	$1,151,739	13,991	+2.8%	Shares	Sole	2025-01-24
2024-09-30	$1,227,710	13,614	-2.8%	Shares	Sole	2024-10-18
2024-06-30	$1,086,988	14,013	-11.5%	Shares	Sole	2024-07-19
2024-03-31	$1,136,218	15,838	-8.0%	Shares	Sole	2024-04-17
2023-12-31	$1,207,746	17,224	-2.6%	Shares	Sole	2024-01-25
2023-09-30	$1,144,443	17,683	-2.7%	Shares	Sole	2023-10-25
2023-06-30	$1,276,161	18,166	-1.1%	Shares	Sole	2023-07-31
2023-03-31	$1,277,627	18,362	+2.3%	Shares	Sole	2023-05-08
2022-12-31	$1,281,952	17,952	+111.3%	Shares	Sole	2023-01-27
2022-09-30	$577,796	8,497	+1.4%	Shares	Sole	2022-10-17
2022-06-30	$597,577	8,380	+2.5%	Shares	Sole	2022-07-21
2022-03-31	$592,624	8,173	+24.8%	Shares	Sole	2022-04-26
2021-12-31	$449,061	6,548	-6.0%	Shares	Sole	2022-02-14
2021-09-30	$431,683	6,966	+7.5%	Shares	Sole	2021-11-12
2021-06-30	$392,225	6,482	+1.6%	Shares	Sole	2021-08-10
2021-03-31	$396,394	6,377	-11.0%	Shares	Sole	2021-04-05
2020-12-31	$440,207	7,166	+11.4%	Shares	Sole	2021-02-12
2020-09-30	$348,688	6,431	-2.4%	Shares	Sole	2020-11-09
2020-06-30	$341,795	6,592	-0.3%	Shares	Sole	2020-08-13
2020-03-31	$358,136	6,615	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.