Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$210,562
-$1,782 QoQ
Shares Held
2,200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,007
of 2,360 holders
Holding Since
Mar 2025
5 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, 2026Summit Financial Strategies, Inc. holds $491,432 across 2 Utilities - Regulated Electric names. SO ranks #2 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
2,053 | $280,870 | |
| 2 | SO |
Southern Co
This page
|
2,200 | $210,562 |
All Filings in SO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,562 | 2,200 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $212,344 | 2,200 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $208,494 | 2,200 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $202,026 | 2,200 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $202,290 | 2,200 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||