LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in SO — Southern Co
CIK 932974
BOSTON, MA
Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$253,248
-$2,143 QoQ
Shares Held
2,646
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,862
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $6,258,847 across 9 Utilities - Regulated Electric names. SO ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,562 | $4,964,446 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,065 | $282,512 | |
| 3 | SO |
Southern Co
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|
2,646 | $253,248 | |
| 4 | ED |
Consolidated Edison Inc
|
2,200 | $243,386 | |
| 5 | D |
Dominion Energy, Inc
|
3,155 | $215,454 | |
| 6 | XEL |
Xcel Energy Inc
|
1,700 | $136,510 | |
| 7 | FE |
Firstenergy Corp
|
1,931 | $91,799 | |
| 8 | ES |
Eversource Energy
|
695 | $50,227 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,248 | 2,646 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $255,391 | 2,646 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $230,731 | 2,646 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $250,761 | 2,646 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $242,982 | 2,646 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $243,299 | 2,646 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $217,818 | 2,646 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $279,197 | 3,096 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $240,156 | 3,096 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $222,107 | 3,096 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $217,442 | 3,101 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $213,964 | 3,306 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $244,540 | 3,481 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $299,472 | 4,304 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $307,134 | 4,301 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $293,488 | 4,316 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $293,511 | 4,116 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $206,653 | 2,850 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $195,453 | 2,850 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $184,050 | 2,970 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $179,714 | 2,970 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $246,775 | 3,970 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $59,587 | 970 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $46,087 | 850 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $44,072 | 850 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $46,019 | 850 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||