ROTHSCHILD INVESTMENT LLC

Position in SO — Southern Co

CIK 85338 CHICAGO, IL

Position in SO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$10,476,225

+$826,059 QoQ

Shares Held

109,458

+9.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#313

of 2,354 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $55,327,376 across 33 Utilities - Regulated Electric names. SO ranks #1 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	109,458	$10,476,225
2	ED	Consolidated Edison Inc	47,228	$5,224,833
3	DUK	Duke Energy CORP	36,220	$4,584,727
4	EIX	Edison International	50,100	$3,729,945
5	PCG	PG&E Corp	210,995	$3,548,935
6	D	Dominion Energy, Inc	51,734	$3,532,914
7	WEC	Wec Energy Group, Inc.	26,427	$3,085,880
8	ES	Eversource Energy	39,154	$2,829,659

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,476,225	109,458	+9.5%	Shares	Sole	2026-08-06
2026-03-31	$9,650,166	99,981	+3.6%	Shares	Sole	2026-05-07
2025-12-31	$8,411,486	96,462	-2.0%	Shares	Sole	2026-02-10
2025-09-30	$9,328,684	98,435	-0.4%	Shares	Sole	2025-11-07
2025-06-30	$9,076,385	98,839	-2.1%	Shares	Sole	2025-08-11
2025-03-31	$9,286,398	100,994	+2.7%	Shares	Sole	2025-04-08
2024-12-31	$8,098,641	98,380	-0.3%	Shares	Sole	2025-02-04
2024-09-30	$8,894,723	98,633	-0.6%	Shares	Sole	2024-10-18
2024-06-30	$7,697,038	99,227	+185.7%	Shares	Sole	2024-07-31
2024-03-31	$2,491,745	34,733	+2.6%	Shares	Sole	2024-07-31
2023-12-31	$2,374,193	33,859	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.