Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$335,463
-$2,839 QoQ
Shares Held
3,505
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,645
of 2,360 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CABOT WEALTH MANAGEMENT INC holds $335,463 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
3,505 | $335,463 |
All Filings in SO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,463 | 3,505 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $338,302 | 3,505 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $349,236 | 4,005 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $379,553 | 4,005 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $367,779 | 4,005 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $354,467 | 3,855 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $317,343 | 3,855 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $347,643 | 3,855 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $299,032 | 3,855 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $276,557 | 3,855 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $270,312 | 3,855 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $249,495 | 3,855 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||