Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$244,251
-$19,827 QoQ
Shares Held
2,552
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,897
of 2,360 holders
Holding Since
Mar 2020
11 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, 2026Braun-Bostich & Associates Inc. holds $453,156 across 2 Utilities - Regulated Electric names. SO ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,552 | $244,251 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
2,574 | $208,905 |
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,251 | 2,552 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $264,078 | 2,736 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $236,137 | 2,708 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $233,702 | 2,466 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $240,961 | 2,624 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $212,404 | 2,310 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $201,462 | 2,234 | Shares | Sole | 2024-10-15 | |
| 2021-12-31 | $376,298 | 5,487 | Shares | Sole | 2022-02-11 | |
| 2020-09-30 | $234,881 | 4,332 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $469,138 | 9,048 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $489,858 | 9,048 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||