Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$345,991
+$91,855 QoQ
Shares Held
3,615
+37.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,622
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, 2026Francis Financial, Inc. holds $345,991 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
|
3,615 | $345,991 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,991 | 3,615 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $254,136 | 2,633 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $226,544 | 2,598 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $255,594 | 2,697 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $240,961 | 2,624 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $236,310 | 2,570 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $232,965 | 2,830 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $224,638 | 2,491 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||