Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,729,001
-$14,632 QoQ
Shares Held
18,065
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#813
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Monte Financial Group, LLC holds $2,642,694 across 2 Utilities - Regulated Electric names. SO ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
18,065 | $1,729,001 | |
| 2 | ED |
Consolidated Edison Inc
|
8,259 | $913,693 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,729,001 | 18,065 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,743,633 | 18,065 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,575,268 | 18,065 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,712,020 | 18,065 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,658,908 | 18,065 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,661,076 | 18,065 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,487,110 | 18,065 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,629,101 | 18,065 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,401,302 | 18,065 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,295,983 | 18,065 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,270,854 | 18,124 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,172,985 | 18,124 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,280,236 | 18,224 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,559,357 | 22,411 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,600,369 | 22,411 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,550,400 | 22,800 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $5,332,847 | 74,784 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $5,911,522 | 81,527 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $5,563,003 | 81,117 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $4,147,218 | 66,923 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $4,057,074 | 67,048 | Shares | Sole | 2021-10-25 | |
| 2021-03-31 | $4,139,545 | 66,595 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,451,813 | 56,191 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,065,110 | 56,531 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,955,864 | 57,008 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,739,572 | 32,131 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||