Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$210,849
-$1,784 QoQ
Shares Held
2,203
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,005
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, 2026ISLAY CAPITAL MANAGEMENT, LLC holds $210,849 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
|
2,203 | $210,849 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,849 | 2,203 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $212,633 | 2,203 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $192,101 | 2,203 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $208,778 | 2,203 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $625,270 | 6,809 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $626,087 | 6,809 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $560,516 | 6,809 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $614,576 | 6,815 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $528,639 | 6,815 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $503,543 | 7,019 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $467,419 | 6,666 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,246,118 | 19,254 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,371,631 | 19,525 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,352,148 | 19,433 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,096,786 | 15,359 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,042,440 | 15,330 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,105,661 | 15,505 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,239,195 | 17,090 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,081,918 | 15,776 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $959,853 | 15,489 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $883,809 | 14,606 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $976,720 | 15,713 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,165,879 | 18,979 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $988,105 | 18,224 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,105,027 | 21,312 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,511,155 | 27,912 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||