Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$496,256
-$4,200 QoQ
Shares Held
5,185
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,408
of 2,360 holders
Holding Since
Mar 2022
18 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 Jun 30, 2026Eastover Investment Advisors LLC holds $9,550,615 across 2 Utilities - Regulated Electric names. SO ranks #2 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
66,182 | $9,054,359 | |
| 2 | SO |
Southern Co
This page
|
5,185 | $496,256 |
All Filings in SO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,256 | 5,185 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $500,456 | 5,185 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $452,132 | 5,185 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $491,382 | 5,185 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $476,138 | 5,185 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $476,760 | 5,185 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $426,829 | 5,185 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $467,583 | 5,185 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $402,200 | 5,185 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $371,971 | 5,185 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $363,572 | 5,185 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $335,573 | 5,185 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $364,246 | 5,185 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $360,772 | 5,185 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $370,260 | 5,185 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $352,580 | 5,185 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $369,742 | 5,185 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $705,449 | 9,729 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||