Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$514,632
+$223,142 QoQ
Shares Held
5,377
+78.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,386
of 2,359 holders
Holding Since
Sep 2020
7 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MIRABELLA FINANCIAL SERVICES LLP holds $7,243,697 across 11 Utilities - Regulated Electric names. SO ranks #7 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
15,726 | $1,359,198 | |
| 2 | OGE |
Oge Energy Corp.
|
20,147 | $980,353 | |
| 3 | LNT |
Alliant Energy Corp
|
10,641 | $811,801 | |
| 4 | IDA |
Idacorp Inc
|
5,061 | $765,729 | |
| 5 | CMS |
Cms Energy Corp
|
8,230 | $629,595 | |
| 6 | DUK |
Duke Energy CORP
|
4,196 | $531,129 | |
| 7 | SO |
Southern Co
This page
|
5,377 | $514,632 | |
| 8 | POR |
Portland General Electric Co /Or/
|
9,760 | $505,860 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,632 | 5,377 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $291,490 | 3,020 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $683,037 | 7,833 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $298,644 | 3,850 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $624,806 | 9,654 | Shares | Sole | 2023-11-13 | |
| 2021-12-31 | $10,486,499 | 152,909 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $200,397 | 3,696 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||