Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$348,862
+$106,630 QoQ
Shares Held
3,645
+42.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,619
of 2,360 holders
Holding Since
Sep 2023
6 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, 2026Hardy Reed LLC holds $2,429,888 across 2 Utilities - Regulated Electric names. SO ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,710 | $2,081,026 | |
| 2 | SO |
Southern Co
This page
|
3,645 | $348,862 |
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,862 | 3,645 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $242,232 | 2,556 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $209,372 | 2,280 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $203,393 | 2,212 | Shares | Sole | 2025-05-02 | |
| 2023-12-31 | $337,627 | 4,815 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $216,035 | 3,338 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||