Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$259,852
-$2,199 QoQ
Shares Held
2,715
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,841
of 2,360 holders
Holding Since
Jun 2024
9 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, 2026Pavion Blue Capital, LLC holds $628,134 across 2 Utilities - Regulated Electric names. SO ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,196 | $368,282 | |
| 2 | SO |
Southern Co
This page
|
2,715 | $259,852 |
All Filings in SO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,852 | 2,715 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $262,051 | 2,715 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $236,748 | 2,715 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $257,300 | 2,715 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $249,318 | 2,715 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $249,644 | 2,715 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $223,498 | 2,715 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $244,838 | 2,715 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $210,602 | 2,715 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||