Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$220,802
-$1,869 QoQ
Shares Held
2,307
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,972
of 2,360 holders
Holding Since
Mar 2025
6 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, 2026PARTHENON LLC holds $220,802 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
|
2,307 | $220,802 |
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,802 | 2,307 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $222,671 | 2,307 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $201,170 | 2,307 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $218,634 | 2,307 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $211,851 | 2,307 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $212,128 | 2,307 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||