Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$287,130
-$2,430 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,758
of 2,360 holders
Holding Since
Dec 2025
3 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, 2026Bellecapital International Ltd. holds $1,749,508 across 2 Utilities - Regulated Electric names. SO ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
11,553 | $1,462,378 | |
| 2 | SO |
Southern Co
This page
|
3,000 | $287,130 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,130 | 3,000 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $289,560 | 3,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $261,600 | 3,000 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||