Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$248,846
-$2,106 QoQ
Shares Held
2,600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,880
of 2,360 holders
Holding Since
Dec 2021
15 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, 2026CHICKASAW CAPITAL MANAGEMENT LLC holds $248,846 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
|
2,600 | $248,846 |
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,846 | 2,600 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $250,952 | 2,600 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $226,720 | 2,600 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $246,402 | 2,600 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $238,758 | 2,600 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $243,851 | 2,652 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $218,312 | 2,652 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $239,157 | 2,652 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $205,715 | 2,652 | Shares | Sole | 2024-07-08 | |
| 2023-06-30 | $205,973 | 2,932 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $204,008 | 2,932 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $209,374 | 2,932 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $209,080 | 2,932 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $212,599 | 2,932 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $201,076 | 2,932 | Shares | Sole | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||