Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$234,776
-$1,987 QoQ
Shares Held
2,453
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,930
of 2,360 holders
Holding Since
Mar 2020
11 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, 2026Fiduciary Planning LLC holds $1,212,104 across 2 Utilities - Regulated Electric names. SO ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
12,042 | $977,328 | |
| 2 | SO |
Southern Co
This page
|
2,453 | $234,776 |
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,776 | 2,453 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $236,763 | 2,453 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $213,901 | 2,453 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $232,470 | 2,453 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $225,258 | 2,453 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $225,553 | 2,453 | Shares | Sole | 2025-04-11 | |
| 2021-03-31 | $2,983 | 48 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,462,095 | 23,801 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,238,167 | 22,836 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,070,806 | 20,652 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $1,133,908 | 20,944 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||