Position in SO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$267,167
+$35,651 QoQ
Shares Held
2,768
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Strategic Financial Services, Inc. holds $3,254,745 across 2 Utilities - Regulated Electric names. SO ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
32,166 | $2,987,578 | |
| 2 | SO |
Southern Co
This page
|
2,768 | $267,167 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267,167 | 2,768 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $231,516 | 2,655 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $255,310 | 2,694 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $246,930 | 2,689 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $247,253 | 2,689 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $221,358 | 2,689 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $256,021 | 2,839 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $220,221 | 2,839 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||