Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$218,984
-$1,853 QoQ
Shares Held
2,288
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,981
of 2,360 holders
Holding Since
Jun 2025
4 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, 2026PRIVATE MANAGEMENT GROUP INC holds $626,851 across 2 Utilities - Regulated Electric names. SO ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,647 | $407,867 | |
| 2 | SO |
Southern Co
This page
|
2,288 | $218,984 |
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,984 | 2,288 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $220,837 | 2,288 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $213,990 | 2,258 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $206,433 | 2,248 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||