Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,581,990
+$75,024 QoQ
Shares Held
16,529
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#844
of 2,360 holders
Holding Since
Sep 2024
8 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, 2026FCA CORP /TX holds $2,909,434 across 2 Utilities - Regulated Electric names. SO ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
16,529 | $1,581,990 | |
| 2 | DUK |
Duke Energy CORP
|
10,487 | $1,327,444 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,581,990 | 16,529 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,506,966 | 15,613 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,274,951 | 14,621 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,458,794 | 15,393 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,380,021 | 15,028 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,390,375 | 15,121 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,200,554 | 14,584 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,313,110 | 14,561 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||