Position in D
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$672,107
+$35,117 QoQ
Shares Held
10,872
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHICKASAW CAPITAL MANAGEMENT LLC holds $248,846 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
2,600 | $248,846 |
All Filings in D
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $672,107 | 10,872 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $636,990 | 10,872 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $767,316 | 12,544 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $708,986 | 12,544 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $703,342 | 12,544 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $675,619 | 12,544 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $724,917 | 12,544 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $663,656 | 13,544 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $896,045 | 18,216 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $856,152 | 18,216 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $823,982 | 18,446 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $955,318 | 18,446 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,031,315 | 18,446 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,131,108 | 18,446 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,274,803 | 18,446 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,472,175 | 18,446 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,567,356 | 18,446 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,449,117 | 18,446 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $1,346,926 | 18,446 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $1,357,072 | 18,446 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,292,535 | 17,016 | Shares | Sole | 2021-04-01 | |
| 2020-12-31 | $1,279,603 | 17,016 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,343,072 | 17,016 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,401,572 | 17,265 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,246,360 | 17,265 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||