Arrow Financial Corp

Position in SO — Southern Co

CIK 717538 Glens Falls, NY

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$818,033

+$146,833 QoQ

Shares Held

8,547

+22.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,131

of 2,360 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Arrow Financial Corp holds $3,467,115 across 4 Utilities - Regulated Electric names. SO ranks #3 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	8,653	$1,183,816
2	D	Dominion Energy, Inc	13,060	$891,866
3	SO	Southern Co This page	8,547	$818,033
4	NEE	Nextera Energy Inc	6,533	$573,400

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$818,033	8,547	+22.9%	Shares	Defined	2026-07-31
2026-03-31	$671,200	6,954	+3.5%	Shares	Defined	2026-05-11
2025-12-31	$585,722	6,717	+17.0%	Shares	Defined	2026-02-05
2025-09-30	$544,169	5,742	+18.4%	Shares	Other	2025-10-21
2025-06-30	$445,191	4,848	-51.3%	Shares	Defined	2025-08-11
2024-12-31	$819,907	9,960	0.0%	Shares	Defined	2025-02-14
2024-09-30	$898,192	9,960	-0.1%	Shares	Defined	2024-11-04
2024-06-30	$772,984	9,965	-0.4%	Shares	Other	2024-07-30
2024-03-31	$717,400	10,000	-0.1%	Shares	Defined	2024-05-21
2023-12-31	$701,971	10,011	-0.5%	Shares	Defined	2024-02-12
2023-09-30	$651,342	10,064	-0.7%	Shares	Defined	2023-11-13
2023-06-30	$712,334	10,140	0.0%	Shares	Other	2023-08-09
2023-03-31	$705,541	10,140	-0.9%	Shares	Defined	2023-05-03
2022-12-31	$730,452	10,229	+0.9%	Shares	Defined	2023-02-02
2022-09-30	$689,520	10,140	0.0%	Shares	Other	2022-11-07
2022-06-30	$723,082	10,140	0.0%	Shares	Defined	2022-07-25
2022-03-31	$735,250	10,140	0.0%	Shares	Defined	2022-04-26
2021-12-31	$695,401	10,140	-33.4%	Shares	Defined	2022-01-28
2021-09-30	$942,935	15,216	0.0%	Shares	Defined	2021-10-21
2021-06-30	$920,719	15,216	0.0%	Shares	Defined	2021-07-21
2021-03-31	$945,826	15,216	-2.8%	Shares	Defined	2021-04-30
2020-12-31	$961,256	15,648	+2.3%	Shares	Other	2021-02-08
2020-09-30	$829,349	15,296	0.0%	Shares	Sole	2020-11-06
2020-06-30	$793,097	15,296	+178.3%	Shares	Other	2020-07-27
2020-03-31	$297,553	5,496	—	Shares	Other	2020-04-21
No filing history on record for this holder in this stock.