Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$282,631
+$38,918 QoQ
Shares Held
2,953
+17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,766
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, 2026Santori & Peters, Inc. holds $282,631 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
|
2,953 | $282,631 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,631 | 2,953 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $243,713 | 2,525 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $218,610 | 2,507 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $236,261 | 2,493 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $227,187 | 2,474 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $226,840 | 2,467 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $201,601 | 2,449 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $219,227 | 2,431 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||