SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in SO — Southern Co
CIK 1080576
JACKSON, TN
Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,402,342
-$269,191 QoQ
Shares Held
14,652
-15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#873
of 2,360 holders
Holding Since
Mar 2022
18 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, 2026SILVER OAK SECURITIES, INCORPORATED holds $9,027,901 across 10 Utilities - Regulated Electric names. SO ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,591 | $2,421,662 | |
| 2 | DUK |
Duke Energy CORP
|
14,975 | $1,895,535 | |
| 3 | SO |
Southern Co
This page
|
14,652 | $1,402,342 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,580 | $900,209 | |
| 5 | ES |
Eversource Energy
|
8,587 | $620,582 | |
| 6 | AEE |
Ameren Corp
|
5,181 | $585,660 | |
| 7 | ED |
Consolidated Edison Inc
|
3,716 | $411,101 | |
| 8 | LNT |
Alliant Energy Corp
|
4,542 | $346,509 |
All Filings in SO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,402,342 | 14,652 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,671,533 | 17,318 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,005,338 | 22,997 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,068,734 | 21,829 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,447,516 | 15,763 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,424,213 | 15,489 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,229,119 | 14,931 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,114,534 | 12,359 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $954,343 | 12,303 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $920,567 | 12,832 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $975,439 | 13,911 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $888,605 | 13,730 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $930,391 | 13,244 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $692,668 | 9,955 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $665,255 | 9,316 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $933,640 | 13,730 | Shares | Sole | 2023-10-23 | |
| 2022-06-30 | $698,338 | 9,793 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $732,133 | 10,097 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||