Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$603,834
-$323,240 QoQ
Shares Held
6,309
-34.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,301
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026White Lighthouse Investment Management Inc. holds $603,834 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
|
6,309 | $603,834 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,834 | 6,309 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $927,074 | 9,605 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $852,990 | 9,782 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $777,587 | 8,205 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $753,465 | 8,205 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $750,220 | 8,159 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $842,051 | 10,229 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $922,451 | 10,229 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,094,435 | 14,109 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,011,534 | 14,100 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $988,271 | 14,094 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $911,581 | 14,085 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $990,103 | 14,094 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $980,660 | 14,094 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,006,452 | 14,094 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $958,392 | 14,094 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $996,485 | 13,974 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,013,834 | 13,982 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $958,885 | 13,982 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $865,968 | 13,974 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $854,643 | 14,124 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $877,947 | 14,124 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $867,637 | 14,124 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $792,913 | 14,624 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $758,254 | 14,624 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $575,183 | 10,624 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||