Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$241,189
-$400 QoQ
Shares Held
2,520
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,906
of 2,360 holders
Holding Since
Sep 2024
8 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, 2026Per Stirling Capital Management, LLC. holds $241,189 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
|
2,520 | $241,189 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,189 | 2,520 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $241,589 | 2,503 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $222,621 | 2,553 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $240,715 | 2,540 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $231,319 | 2,519 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $230,058 | 2,502 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $204,647 | 2,486 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $222,654 | 2,469 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||