Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$268,179
-$2,270 QoQ
Shares Held
2,802
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,808
of 2,354 holders
Holding Since
Jun 2022
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, 2026PHYSICIANS FINANCIAL SERVICES, INC. holds $5,447,959 across 2 Utilities - Regulated Electric names. SO ranks #2 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
40,921 | $5,179,780 | |
| 2 | SO |
Southern Co
This page
|
2,802 | $268,179 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,179 | 2,802 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $270,449 | 2,802 | Shares | Sole | 2026-04-15 | |
| 2022-06-30 | $206,014 | 2,889 | Shares | Sole | 2022-08-17 | |
| No filing history on record for this holder in this stock. | ||||||