Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$207,307
-$1,562 QoQ
Shares Held
2,166
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,025
of 2,360 holders
Holding Since
Sep 2025
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, 2026Gradient Capital Advisors, LLC holds $207,307 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
|
2,166 | $207,307 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,307 | 2,166 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $208,869 | 2,164 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $206,598 | 2,180 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||