Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$280,047
-$2,370 QoQ
Shares Held
2,926
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,774
of 2,360 holders
Holding Since
Sep 2020
22 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, 2026HARVEY INVESTMENT CO LLC holds $581,273 across 2 Utilities - Regulated Electric names. SO ranks #2 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,432 | $301,226 | |
| 2 | SO |
Southern Co
This page
|
2,926 | $280,047 |
All Filings in SO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,047 | 2,926 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $282,417 | 2,926 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $255,147 | 2,926 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $277,297 | 2,926 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $268,694 | 2,926 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $269,045 | 2,926 | Shares | Defined | 2025-04-22 | |
| 2024-12-31 | $240,868 | 2,926 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $263,866 | 2,926 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $226,969 | 2,926 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $209,911 | 2,926 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $205,171 | 2,926 | Shares | Defined | 2024-01-24 | |
| 2023-06-30 | $205,551 | 2,926 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $203,591 | 2,926 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $208,945 | 2,926 | Shares | Defined | 2023-01-20 | |
| 2022-06-30 | $208,653 | 2,926 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $212,164 | 2,926 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $298,391 | 4,351 | Shares | Defined | 2022-01-20 | |
| 2021-09-30 | $269,631 | 4,351 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $263,279 | 4,351 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $307,754 | 4,951 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $304,139 | 4,951 | Shares | Defined | 2021-01-21 | |
| 2020-09-30 | $268,443 | 4,951 | Shares | Defined | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||