Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$267,222
-$2,261 QoQ
Shares Held
2,792
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,819
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Mraz, Amerine & Associates, Inc. holds $513,596 across 2 Utilities - Regulated Electric names. SO ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,792 | $267,222 | |
| 2 | ETR |
Entergy Corp /De/
|
2,145 | $246,374 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,222 | 2,792 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $269,483 | 2,792 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $600,808 | 6,890 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $652,965 | 6,890 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $632,708 | 6,890 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $633,535 | 6,890 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $567,184 | 6,890 | Shares | Sole | 2025-07-24 | |
| 2024-09-30 | $621,340 | 6,890 | Shares | Sole | 2025-07-24 | |
| 2024-06-30 | $534,457 | 6,890 | Shares | Sole | 2025-07-24 | |
| 2024-03-31 | $494,288 | 6,890 | Shares | Sole | 2025-07-24 | |
| 2023-12-31 | $483,126 | 6,890 | Shares | Sole | 2025-07-24 | |
| 2023-09-30 | $445,920 | 6,890 | Shares | Sole | 2025-07-24 | |
| 2023-06-30 | $484,022 | 6,890 | Shares | Sole | 2025-07-24 | |
| 2023-03-31 | $479,406 | 6,890 | Shares | Sole | 2025-07-24 | |
| 2022-12-31 | $492,014 | 6,890 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $468,520 | 6,890 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $491,325 | 6,890 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $499,593 | 6,890 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $472,516 | 6,890 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $426,973 | 6,890 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $416,913 | 6,890 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $428,282 | 6,890 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $423,252 | 6,890 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $373,575 | 6,890 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $357,246 | 6,890 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $373,024 | 6,890 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||