Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,030,700
+$12,608 QoQ
Shares Held
10,769
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,001
of 2,360 holders
Holding Since
Mar 2024
10 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, 2026AMI ASSET MANAGEMENT CORP holds $1,030,700 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
|
10,769 | $1,030,700 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,700 | 10,769 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,018,092 | 10,548 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $934,173 | 10,713 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,048,630 | 11,065 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,025,924 | 11,172 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,033,977 | 11,245 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $943,798 | 11,465 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,062,230 | 11,779 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $915,481 | 11,802 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $849,186 | 11,837 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||