Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$277,846
-$2,351 QoQ
Shares Held
2,903
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,779
of 2,360 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Jacobsen Capital Management holds $714,852 across 2 Utilities - Regulated Electric names. SO ranks #2 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,979 | $437,006 | |
| 2 | SO |
Southern Co
This page
|
2,903 | $277,846 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,846 | 2,903 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $280,197 | 2,903 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $252,618 | 2,897 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $279,761 | 2,952 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $267,776 | 2,916 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $226,932 | 2,468 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $202,260 | 2,457 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $220,399 | 2,444 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||