Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$222,525
-$1,884 QoQ
Shares Held
2,325
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,965
of 2,360 holders
Holding Since
Sep 2024
7 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, 2026SONATA CAPITAL GROUP INC holds $222,525 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
|
2,325 | $222,525 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,525 | 2,325 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $224,409 | 2,325 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $202,740 | 2,325 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $220,340 | 2,325 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $213,504 | 2,325 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $213,783 | 2,325 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $209,668 | 2,325 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||