Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$265,690
+$7,403 QoQ
Shares Held
2,776
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,825
of 2,360 holders
Holding Since
Dec 2021
13 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, 2026PYA Waltman Capital, LLC holds $2,152,306 across 2 Utilities - Regulated Electric names. SO ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,495 | $1,886,616 | |
| 2 | SO |
Southern Co
This page
|
2,776 | $265,690 |
All Filings in SO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,690 | 2,776 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $258,287 | 2,676 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $233,347 | 2,676 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $253,604 | 2,676 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $245,737 | 2,676 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $246,058 | 2,676 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $220,288 | 2,676 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $241,321 | 2,676 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $207,577 | 2,676 | Shares | Sole | 2024-08-12 | |
| 2022-09-30 | $183,328 | 2,696 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $192,251 | 2,696 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $195,486 | 2,696 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $184,891 | 2,696 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||