Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$643,745
+$13,663 QoQ
Shares Held
6,726
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,258
of 2,360 holders
Holding Since
Dec 2022
15 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Beta Wealth Group, Inc. holds $643,745 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
|
6,726 | $643,745 |
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,745 | 6,726 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $630,082 | 6,528 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $551,452 | 6,324 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $617,995 | 6,521 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $599,374 | 6,527 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $609,076 | 6,624 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $553,108 | 6,719 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $596,630 | 6,616 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $528,717 | 6,816 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $409,994 | 5,715 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $386,361 | 5,510 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $375,699 | 5,805 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $393,400 | 5,600 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $354,858 | 5,100 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $342,768 | 4,800 | Shares | Other | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||