Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,936,155
+$2,590,834 QoQ
Shares Held
93,367
+42.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#345
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026First Fiduciary Investment Counsel, Inc. holds $22,195,481 across 2 Utilities - Regulated Electric names. SO ranks #2 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
151,069 | $13,259,326 | |
| 2 | SO |
Southern Co
This page
|
93,367 | $8,936,155 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,936,155 | 93,367 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,345,321 | 65,741 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $441,232 | 5,060 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $479,536 | 5,060 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $464,659 | 5,060 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $465,267 | 5,060 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $416,539 | 5,060 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $456,310 | 5,060 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $392,504 | 5,060 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $363,004 | 5,060 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $479,620 | 6,840 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $442,684 | 6,840 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,163,770 | 30,801 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,145,916 | 30,841 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,241,274 | 31,386 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,147,168 | 31,576 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,284,487 | 32,036 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,322,930 | 32,036 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,353,185 | 34,313 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,263,206 | 36,521 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,272,755 | 37,560 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,340,945 | 37,660 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,374,576 | 38,655 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,231,424 | 41,155 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $2,308,621 | 44,525 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,783,106 | 88,347 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||