KLINGENSTEIN FIELDS & CO LP

Position in SO — Southern Co

CIK 859872 NEW YORK, NY

Position in SO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$12,724,548

-$68,984 QoQ

Shares Held

132,949

+0.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#280

of 2,360 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Utilities · as of Jun 30, 2026

KLINGENSTEIN FIELDS & CO LP holds $25,198,437 across 3 Utilities - Regulated Electric names. SO ranks #1 (50.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	132,949	$12,724,548
2	NEE	Nextera Energy Inc	139,835	$12,273,317
3	ED	Consolidated Edison Inc	1,813	$200,572

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,724,548	132,949	+0.3%	Shares	Defined	2026-08-05
2026-03-31	$12,793,532	132,548	-1.0%	Shares	Defined	2026-05-13
2025-12-31	$11,680,527	133,951	-1.7%	Shares	Defined	2026-02-13
2025-09-30	$12,916,108	136,289	+0.1%	Shares	Defined	2025-11-14
2025-06-30	$12,501,827	136,141	-2.3%	Shares	Defined	2025-07-30
2025-03-31	$12,816,358	139,384	-0.0%	Shares	Defined	2025-04-28
2024-12-31	$11,475,407	139,400	+0.0%	Shares	Defined	2025-01-30
2024-09-30	$12,570,189	139,390	+1.8%	Shares	Defined	2024-10-29
2024-06-30	$10,624,064	136,961	+4499.1%	Shares	Defined	2024-08-01
2022-09-30	$202,504	2,978	-6.3%	Shares	Sole	2022-10-28
2022-06-30	$226,623	3,178	0.0%	Shares	Sole	2022-08-01
2022-03-31	$230,436	3,178	0.0%	Shares	Sole	2022-04-27
2021-12-31	$217,947	3,178	-27.7%	Shares	Sole	2022-01-31
2021-09-30	$272,419	4,396	-25.8%	Shares	Other	2021-10-26
2021-06-30	$358,703	5,928	-0.8%	Shares	Other	2021-07-26
2021-03-31	$371,592	5,978	0.0%	Shares	Sole	2021-04-29
2020-12-31	$367,228	5,978	0.0%	Shares	Sole	2021-02-02
2020-09-30	$324,127	5,978	0.0%	Shares	Sole	2020-10-30
2020-06-30	$309,959	5,978	0.0%	Shares	Sole	2020-08-03
2020-03-31	$323,648	5,978	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.