Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$264,638
-$2,239 QoQ
Shares Held
2,765
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,831
of 2,360 holders
Holding Since
Mar 2022
18 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, 2026BOYAR ASSET MANAGEMENT INC. holds $264,638 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
|
2,765 | $264,638 |
All Filings in SO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,638 | 2,765 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $266,877 | 2,765 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $241,108 | 2,765 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $262,039 | 2,765 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $253,909 | 2,765 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $254,241 | 2,765 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $277,006 | 3,365 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $303,455 | 3,365 | Shares | Sole | 2024-11-22 | |
| 2024-06-30 | $261,023 | 3,365 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $241,405 | 3,365 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $235,953 | 3,365 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $217,782 | 3,365 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $229,366 | 3,265 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $227,178 | 3,265 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $233,153 | 3,265 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $222,020 | 3,265 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $232,827 | 3,265 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $236,745 | 3,265 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||