Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$346,565
-$70,015 QoQ
Shares Held
3,621
-16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,621
of 2,360 holders
Holding Since
Jun 2025
5 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, 2026Ferguson Shapiro LLC holds $595,294 across 2 Utilities - Regulated Electric names. SO ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
3,621 | $346,565 | |
| 2 | DUK |
Duke Energy CORP
|
1,965 | $248,729 |
All Filings in SO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,565 | 3,621 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $416,580 | 4,316 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $376,093 | 4,313 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $408,363 | 4,309 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $395,328 | 4,305 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||