Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$247,123
-$1,995 QoQ
Shares Held
2,582
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,888
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, 2026Delta Investment Management, LLC holds $579,344 across 2 Utilities - Regulated Electric names. SO ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
3,003 | $332,221 | |
| 2 | SO |
Southern Co
This page
|
2,582 | $247,123 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,123 | 2,582 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $249,118 | 2,581 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $225,063 | 2,581 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $244,506 | 2,580 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $236,829 | 2,579 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $226,748 | 2,466 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $202,918 | 2,465 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $222,293 | 2,465 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||