Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$255,641
-$2,163 QoQ
Shares Held
2,671
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,856
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, 2026NOESIS CAPITAL MANGEMENT CORP holds $16,891,215 across 2 Utilities - Regulated Electric names. SO ranks #2 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
189,536 | $16,635,574 | |
| 2 | SO |
Southern Co
This page
|
2,671 | $255,641 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,641 | 2,671 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $257,804 | 2,671 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $232,911 | 2,671 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $219,013 | 2,311 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $212,219 | 2,311 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $212,496 | 2,311 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $209,217 | 2,320 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||