RS CRUM INC.

Position in SO — Southern Co

CIK 1401459 Newport Beach, CA

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$996,628

-$88,739 QoQ

Shares Held

10,413

-7.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#1,023

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RS CRUM INC. holds $996,628 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	10,413	$996,628

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$996,628	10,413	-7.4%	Shares	Sole	2026-08-10
2026-03-31	$1,085,367	11,245	+0.0%	Shares	Sole	2026-04-15
2025-12-31	$980,476	11,244	-1.3%	Shares	Sole	2026-02-17
2025-09-30	$1,079,145	11,387	+0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,045,576	11,386	-2.6%	Shares	Sole	2025-09-23
2025-03-31	$1,074,343	11,684	+0.0%	Shares	Sole	2025-04-17
2024-12-31	$961,744	11,683	-0.7%	Shares	Sole	2025-02-10
2024-09-30	$1,061,508	11,771	-3.3%	Shares	Sole	2024-11-13
2024-06-30	$944,104	12,171	-1.1%	Shares	Sole	2024-08-08
2024-03-31	$883,262	12,312	0.0%	Shares	Sole	2024-05-13
2023-12-31	$863,317	12,312	-1.5%	Shares	Sole	2024-02-12
2023-09-30	$809,129	12,502	+6.1%	Shares	Sole	2023-11-09
2023-06-30	$827,755	11,783	-5.0%	Shares	Sole	2023-08-09
2023-03-31	$863,279	12,407	0.0%	Shares	Sole	2023-08-11
2022-12-31	$885,983	12,407	-20.5%	Shares	Sole	2023-08-11
2022-09-30	$1,061,548	15,611	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,113,220	15,611	-1.0%	Shares	Sole	2022-07-27
2022-03-31	$1,143,265	15,767	-4.1%	Shares	Sole	2022-04-21
2021-12-31	$1,127,455	16,440	—	Shares	Sole	2022-02-22
No filing history on record for this holder in this stock.