Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$214,007
-$1,811 QoQ
Shares Held
2,236
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,994
of 2,360 holders
Holding Since
Dec 2024
6 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, 2026Garde Capital, Inc. holds $521,377 across 2 Utilities - Regulated Electric names. SO ranks #2 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,502 | $307,370 | |
| 2 | SO |
Southern Co
This page
|
2,236 | $214,007 |
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,007 | 2,236 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $215,818 | 2,236 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $211,905 | 2,236 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $383,298 | 4,174 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $383,799 | 4,174 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $343,603 | 4,174 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||