Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$238,126
-$2,015 QoQ
Shares Held
2,488
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,920
of 2,360 holders
Holding Since
Sep 2024
8 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, 2026FORBES J M & CO LLP holds $238,126 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
|
2,488 | $238,126 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,126 | 2,488 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $240,141 | 2,488 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $216,953 | 2,488 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $235,787 | 2,488 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $227,003 | 2,472 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $227,300 | 2,472 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $203,495 | 2,472 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $222,924 | 2,472 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||