Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$358,912
-$3,038 QoQ
Shares Held
3,750
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,606
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026O'Brien Greene & Co. Inc holds $8,484,570 across 2 Utilities - Regulated Electric names. SO ranks #2 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
92,579 | $8,125,658 | |
| 2 | SO |
Southern Co
This page
|
3,750 | $358,912 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,912 | 3,750 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $361,950 | 3,750 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $327,000 | 3,750 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $355,387 | 3,750 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $350,882 | 3,821 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $351,340 | 3,821 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $314,544 | 3,821 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $338,175 | 3,750 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $296,394 | 3,821 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $269,025 | 3,750 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $309,930 | 4,420 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $295,511 | 4,566 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $320,761 | 4,566 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $381,855 | 5,488 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $391,898 | 5,488 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,134,036 | 16,677 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $396,554 | 5,561 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $399,892 | 5,515 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $378,218 | 5,515 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $337,364 | 5,444 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $329,416 | 5,444 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $400,559 | 6,444 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $582,909 | 9,489 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $349,393 | 6,444 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $339,306 | 6,544 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $354,292 | 6,544 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||